BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 116
New Positions 9
Increased Positions 35
Decreased Positions 56
Positions with Activity 91
Sold Out Positions 8
Total Mkt Value (in $ millions) 254

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

Sector Weighting

Basic Materials 1.02%
Capital Goods 0.85%
Conglomerates 0.05%
Consumer Cyclical 0.37%
Consumer/Non-Cyclical 5.19%
Energy 2.7%
Financial 65.95%
Healthcare 5.5%
Services 5.45%
Technology 7.69%
Transportation
Utilities 1.15%

116 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
3M CO COM -1,279 Sold Out 0
AMGEN INC COM -627 Sold Out 0
FORD MTR CO DEL COM PAR $0.01 -156 Sold Out 0
GILEAD SCIENCES INC COM -413 Sold Out 0
INTUITIVE SURGICAL INC COM NEW -607 Sold Out 0
M/I HOMES INC COM -190 Sold Out 0
NAVIDEA BIOPHARMACEUTICALS INC COM -58 Sold Out 0
XILINX INC COM -360 Sold Out 0
PRECISION AEROSPACE COMPONENTS COM NEW 2 New 17,100
HALYARD HEALTH INC COM 37 -1 (3.46) 950
SIRIUS XM HLDGS INC COM 53 New 15,000
NAM TAI PPTY INC SHS 66 New 13,783
SERGO PLC REIT SHS 85 New 14,055
CAPSTONE MNG CORP COM 92 13 17.21 52,692
HANNON ARMSTRONG SUST INFR CAP COM 137 New 10,000
KEYCORP NEW COM 148 New 11,157
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 191 New 3,550
SCHLUMBERGER LTD COM 202 New 2,123
AMAZON COM INC COM 208 208 New 637
APACHE CORP COM 218 29 15.29 3,032


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