BUDROS, RUHLIN & ROE, INC. Information

1801 WATERMARK DRIVE, SUITE 300, COLUMBUS, Ohio, 43215-7088, (614) 481-6900

Report Date: 12/31/2013

Position Statistics

Total Positions 101
New Positions 12
Increased Positions 33
Decreased Positions 56
Positions with Activity 89
Sold Out Positions 5
Total Mkt Value (in $ millions) 238

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.7%
Capital Goods 1.54%
Conglomerates
Consumer Cyclical 0.38%
Consumer/Non-Cyclical 5.16%
Energy 2.47%
Financial 68.05%
Healthcare 5.62%
Services 5.02%
Technology 6.37%
Transportation
Utilities 1.03%

101 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
CAREFUSION CORP COM -228 Sold Out 0
COLGATE PALMOLIVE CO COM -229 Sold Out 0
EMERSON ELEC CO COM -262 Sold Out 0
RYDEX ETF TRUST GUG S&P500 PU GR -1,803 Sold Out 0
TRAVELERS COMPANIES INC COM -820 Sold Out 0
SIRIUS XM HLDGS INC COM 47 New 15,000
NAVIDEA BIOPHARMACEUTICALS INC COM 87 87 New 52,700
KEYCORP NEW COM 140 New 10,340
WEYERHAEUSER CO COM 181 181 New 6,506
NAM TAI ELECTRS INC COM PAR $0.02 193 193 New 27,283
VERIZON COMMUNICATIONS INC COM 210 -16 (7.25) 4,413
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 222 222 New 5,275
ENTERPRISE PRODS PARTNERS L P COM 224 224 New 3,075
CELGENE CORP COM 236 -110 (31.72) 1,666
GILEAD SCIENCES INC COM 237 237 New 3,390
BANK NEW YORK MELLON CORP COM 241 New 7,130
CITIGROUP INC COM NEW 242 -2 (0.99) 5,010
ELECTRONICS FOR IMAGING INC COM 248 248 New 6,250
SPDR S&P 500 ETF TR TR UNIT 249 4 1.60 1,338
LEUCADIA NATL CORP COM 251 New 9,642