Budros, Ruhlin & Roe, Inc.

13F filer · CIK 0001468685

Last filed Aug 4, 2022

Inactive · not filing 13F

13F portfolio value$815MU.S. long equity reported on 13F

Positions1425 new · 16 closed

Net flow last quarter+$20.8MBuys minus sells

Top 10 positions weight46.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2022Reported Aug 4, 2022142 positions
BRK.BBerkshire Hathaway Inc	$155M	18.45%	Not reported	+1.8%	Q2 2013
FNDFSchwab Strategic Trust	$85.4M	10.15%	Not reported	+3.6%	Q2 2019
BRK.ABerkshire Hathaway Inc	$50.7M	6.03%	Not reported	-0.8%	Q2 2013
ASTLAlgoma Steel Group Inc.	$27.5M	3.27%	0.72%	New	Q2 2022
WMSAdvanced Drainage Systems, Inc.	$21.4M	2.54%	0.33%	+56.3%	Q2 2021
AAPLApple Inc.	$19.5M	2.31%	0.00%	+1.2%	Q2 2013
MSFTMicrosoft Corp	$11M	1.30%	0.00%	+0.6%	Q2 2013
LLYELI LILLY & Co	$7.51M	0.89%	0.00%	-0.7%	Q2 2013
KMXCarmax Inc	$6.97M	0.83%	0.05%	+23.3%	Q4 2016
EMREmerson Electric Co	$6.28M	0.75%	0.01%	+0.6%	Q3 2013
PGPROCTER & GAMBLE Co	$6.04M	0.72%	0.00%	+1.7%	Q2 2013
BMYBristol Myers Squibb Co	$4.47M	0.53%	0.00%	+3.2%	Q2 2013
MRKMerck & Co., Inc.	$4.44M	0.53%	0.00%	+1.9%	Q2 2013
JPMJPMorgan Chase & Co	$4.44M	0.53%	0.00%	-0.1%	Q2 2013
UNHUnitedhealth Group Inc	$4.06M	0.48%	0.00%	-16.1%	Q1 2015
SPYSPDR S&P 500 ETF Trust	$3.75M	0.45%	Not reported	+6.9%	Q2 2013
GEFGreif, Inc	$3.6M	0.43%	Not reported	Not reported	Q1 2021
CVSACovista Inc.	$3.46M	0.41%	0.21%	Not reported	Q1 2022
ABBVAbbVie Inc.	$2.92M	0.35%	0.00%	+3.5%	Q2 2013
LMTLockheed Martin Corp	$2.79M	0.33%	0.00%	+1.4%	Q1 2016
CSCOCisco Systems, Inc.	$2.71M	0.32%	0.00%	-1.1%	Q2 2013
HDHome Depot, Inc.	$2.57M	0.31%	0.00%	+3.3%	Q1 2015
AMZNAmazon Com Inc	$2.52M	0.30%	0.00%	-13.5%	Q2 2015
JNJJohnson & Johnson	$2.48M	0.29%	0.00%	+5.0%	Q2 2013
FRMEFirst Merchants Corp	$2.23M	0.27%	0.11%	+1.3%	Q2 2017
PSXPhillips 66	$2.22M	0.26%	0.01%	+2.0%	Q2 2019
BKRBaker Hughes Co	$2.2M	0.26%	76119.00%	+1.3%	Q4 2021
COSTCostco Wholesale Corp	$2.2M	0.26%	0.00%	+3.0%	Q2 2019
AMTAmerican Tower Corp	$2.19M	0.26%	0.00%	+2.4%	Q2 2014
PRKPark National Corp	$2.13M	0.25%	0.11%	+0.4%	Q2 2021
NXSTNexstar Media Group, Inc.	$2.12M	0.25%	0.03%	+2.5%	Q1 2022
NFGNational Fuel Gas Co	$2.09M	0.25%	0.03%	+2.4%	Q1 2022
NRGNRG Energy, Inc.	$2.02M	0.24%	0.02%	+2.9%	Q4 2021
TAt&T Inc.	$2.02M	0.24%	0.00%	-1.5%	Q2 2013
PFEPfizer Inc	$2.02M	0.24%	0.00%	-0.2%	Q2 2013
MCDMcdonalds Corp	$1.92M	0.23%	0.00%	+0.4%	Q2 2013
ORCLOracle Corp	$1.92M	0.23%	0.00%	+3.7%	Q1 2017
TXNTexas Instruments Inc	$1.89M	0.22%	0.00%	+6.7%	Q2 2019
KLACKla Corp	$1.88M	0.22%	0.00%	+4.0%	Q4 2020
CVXChevron Corp	$1.84M	0.22%	0.00%	-0.4%	Q2 2013
WMTWalmart Inc.	$1.73M	0.21%	0.00%	-0.2%	Q2 2013
NKENIKE, Inc.	$1.69M	0.20%	0.00%	+6.2%	Q2 2018
MDLZMondelez International, Inc.	$1.68M	0.20%	0.00%	+3.2%	Q2 2019
IPGInterpublic Group of Companies, Inc.	$1.61M	0.19%	0.01%	+4.4%	Q4 2021
SBUXStarbucks Corp	$1.61M	0.19%	0.00%	-1.1%	Q2 2013
ITWIllinois Tool Works Inc	$1.59M	0.19%	0.00%	+4.3%	Q2 2019
MCOMoodys Corp	$1.59M	0.19%	0.00%	+4.7%	Q1 2020
PSAPublic Storage	$1.59M	0.19%	0.00%	+5.9%	Q2 2019
NEENextera Energy Inc	$1.57M	0.19%	0.00%	-0.5%	Q2 2013
INTCIntel Corp	$1.56M	0.19%	0.00%	-1.6%	Q2 2013

Q1 2022Reported May 5, 2022153 positions
BRK.BBerkshire Hathaway Inc	$197M	20.96%	Not reported	+0.5%	Q2 2013
FNDFSchwab Strategic Trust	$93.9M	9.98%	Not reported	+2.4%	Q2 2019
BRK.ABerkshire Hathaway Inc	$66.1M	7.03%	Not reported	-2.3%	Q2 2013
AAPLApple Inc.	$24.6M	2.61%	0.00%	-1.4%	Q2 2013
WMSAdvanced Drainage Systems, Inc.	$18.1M	1.92%	0.21%	Not reported	Q2 2021
MSFTMicrosoft Corp	$13.1M	1.39%	0.00%	+0.6%	Q2 2013
EMREmerson Electric Co	$7.7M	0.82%	0.01%	+0.8%	Q3 2013
LLYELI LILLY & Co	$6.68M	0.71%	0.00%	-0.3%	Q2 2013
PGPROCTER & GAMBLE Co	$6.32M	0.67%	0.00%	+0.1%	Q2 2013
KMXCarmax Inc	$6.03M	0.64%	0.04%	-12.1%	Q4 2016
OMOutset Medical, Inc.	$5.49M	0.58%	0.25%	+7.4%	Q1 2021
JPMJPMorgan Chase & Co	$5.38M	0.57%	0.00%	+1.1%	Q2 2013
UNHUnitedhealth Group Inc	$4.8M	0.51%	0.00%	+27.9%	Q1 2015
AMZNAmazon Com Inc	$4.47M	0.48%	0.00%	-13.3%	Q2 2015
SPYSPDR S&P 500 ETF Trust	$4.19M	0.45%	Not reported	-1.2%	Q2 2013
BMYBristol Myers Squibb Co	$4.11M	0.44%	0.00%	+0.1%	Q2 2013
MRKMerck & Co., Inc.	$3.92M	0.42%	0.00%	+1.6%	Q2 2013
GEFGreif, Inc	$3.76M	0.40%	Not reported	Not reported	Q1 2021
CSCOCisco Systems, Inc.	$3.58M	0.38%	0.00%	-1.3%	Q2 2013
ABBVAbbVie Inc.	$2.98M	0.32%	0.00%	-8.5%	Q2 2013
CVSACovista Inc.	$2.86M	0.30%	0.21%	New	Q1 2022
LMTLockheed Martin Corp	$2.82M	0.30%	0.00%	+0.7%	Q1 2016
BKRBaker Hughes Co	$2.74M	0.29%	75166.00%	-8.2%	Q4 2021
HDHome Depot, Inc.	$2.72M	0.29%	0.00%	+9.2%	Q1 2015
FRMEFirst Merchants Corp	$2.57M	0.27%	0.12%	+0.1%	Q2 2017
COSTCostco Wholesale Corp	$2.56M	0.27%	0.00%	+0.8%	Q2 2019
SESea Ltd	$2.45M	0.26%	0.01%	-6.4%	Q2 2020
NXSTNexstar Media Group, Inc.	$2.39M	0.25%	0.03%	New	Q1 2022
JNJJohnson & Johnson	$2.36M	0.25%	0.00%	+22.1%	Q2 2013
TAt&T Inc.	$2.31M	0.25%	0.00%	+9.1%	Q2 2013
PRKPark National Corp	$2.3M	0.24%	0.11%	Not reported	Q2 2021
PSXPhillips 66	$2.29M	0.24%	0.01%	-5.9%	Q2 2019
ORCLOracle Corp	$2.19M	0.23%	0.00%	+2.7%	Q1 2017
WMTWalmart Inc.	$2.13M	0.23%	0.00%	-3.5%	Q2 2013
NFGNational Fuel Gas Co	$2.12M	0.23%	0.03%	New	Q1 2022
AGLagilon health, inc.	$2.12M	0.23%	0.02%	+31.1%	Q4 2021
TXNTexas Instruments Inc	$2.11M	0.22%	0.00%	+9.4%	Q2 2019
AXPAmerican Express Co	$2.11M	0.22%	0.00%	-6.8%	Q2 2013
INTCIntel Corp	$2.1M	0.22%	0.00%	-2.1%	Q2 2013
AMTAmerican Tower Corp	$2.1M	0.22%	0.00%	+2.9%	Q2 2014
NKENIKE, Inc.	$2.1M	0.22%	0.00%	+2.5%	Q2 2018
KLACKla Corp	$2.08M	0.22%	0.00%	+0.4%	Q4 2020
CVXChevron Corp	$2.07M	0.22%	0.00%	+5.1%	Q2 2013
PFEPfizer Inc	$2M	0.21%	0.00%	+13.4%	Q2 2013
IPGInterpublic Group of Companies, Inc.	$1.99M	0.21%	0.01%	+1.5%	Q4 2021
NRGNRG Energy, Inc.	$1.97M	0.21%	0.02%	-5.9%	Q4 2021
AMDAdvanced Micro Devices Inc	$1.94M	0.21%	0.00%	+15.9%	Q4 2020
SBUXStarbucks Corp	$1.94M	0.21%	0.00%	-9.9%	Q2 2013
MCDMcdonalds Corp	$1.92M	0.20%	0.00%	-2.5%	Q2 2013
MCOMoodys Corp	$1.89M	0.20%	0.00%	+4.0%	Q1 2020

Q4 2021Reported Feb 7, 2022151 positions
BRK.BBerkshire Hathaway Inc	$166M	18.01%	Not reported	Not reported	Q2 2013
FNDFSchwab Strategic Trust	$92.4M	10.01%	Not reported	Not reported	Q2 2019
BRK.ABerkshire Hathaway Inc	$57.7M	6.25%	Not reported	Not reported	Q2 2013
AAPLApple Inc.	$25.3M	2.74%	0.00%	Not reported	Q2 2013
WMSAdvanced Drainage Systems, Inc.	$20.7M	2.24%	0.21%	Not reported	Q2 2021
MSFTMicrosoft Corp	$14.2M	1.54%	0.00%	Not reported	Q2 2013
KMXCarmax Inc	$9.26M	1.00%	0.04%	Not reported	Q4 2016
EMREmerson Electric Co	$7.24M	0.78%	0.01%	Not reported	Q3 2013
PGPROCTER & GAMBLE Co	$6.75M	0.73%	0.00%	Not reported	Q2 2013
LLYELI LILLY & Co	$6.46M	0.70%	0.00%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$6.18M	0.67%	0.00%	Not reported	Q2 2013
AMZNAmazon Com Inc	$5.28M	0.57%	0.00%	Not reported	Q2 2015
OMOutset Medical, Inc.	$5.19M	0.56%	0.24%	Not reported	Q1 2021
SESea Ltd	$4.89M	0.53%	0.01%	Not reported	Q2 2020
SPYSPDR S&P 500 ETF Trust	$4.46M	0.48%	Not reported	Not reported	Q2 2013
CSCOCisco Systems, Inc.	$4.12M	0.45%	0.00%	Not reported	Q2 2013
UNHUnitedhealth Group Inc	$3.7M	0.40%	0.00%	Not reported	Q1 2015
MRKMerck & Co., Inc.	$3.6M	0.39%	0.00%	Not reported	Q2 2013
BMYBristol Myers Squibb Co	$3.51M	0.38%	0.00%	Not reported	Q2 2013
GEFGreif, Inc	$3.49M	0.38%	Not reported	Not reported	Q1 2021
HDHome Depot, Inc.	$3.45M	0.37%	0.00%	Not reported	Q1 2015
SBUXStarbucks Corp	$2.76M	0.30%	0.00%	Not reported	Q2 2013
ABBVAbbVie Inc.	$2.72M	0.29%	0.00%	Not reported	Q2 2013
FRMEFirst Merchants Corp	$2.59M	0.28%	0.12%	Not reported	Q2 2017
NKENIKE, Inc.	$2.53M	0.27%	0.00%	Not reported	Q2 2018
COSTCostco Wholesale Corp	$2.51M	0.27%	0.00%	Not reported	Q2 2019
KLACKla Corp	$2.43M	0.26%	0.00%	Not reported	Q4 2020
PRKPark National Corp	$2.41M	0.26%	0.11%	Not reported	Q2 2021
AMTAmerican Tower Corp	$2.37M	0.26%	0.00%	Not reported	Q2 2014
NRGNRG Energy, Inc.	$2.36M	0.26%	0.02%	New	Q4 2021
INTUIntuit Inc.	$2.28M	0.25%	0.00%	Not reported	Q2 2019
LMTLockheed Martin Corp	$2.26M	0.24%	0.00%	Not reported	Q1 2016
ORCLOracle Corp	$2.25M	0.24%	0.00%	Not reported	Q1 2017
INTCIntel Corp	$2.23M	0.24%	0.00%	Not reported	Q2 2013
TAt&T Inc.	$2.21M	0.24%	0.00%	Not reported	Q2 2013
AMDAdvanced Micro Devices Inc	$2.2M	0.24%	0.00%	Not reported	Q4 2020
WMTWalmart Inc.	$2.14M	0.23%	0.00%	Not reported	Q2 2013
MCDMcdonalds Corp	$2.13M	0.23%	0.00%	Not reported	Q2 2013
MCOMoodys Corp	$2.1M	0.23%	0.00%	Not reported	Q1 2020
BLKBlackRock, Inc.	$2.07M	0.22%	Not reported	Not reported	Q2 2019
IPGInterpublic Group of Companies, Inc.	$2.07M	0.22%	0.01%	New	Q4 2021
PSXPhillips 66	$2.05M	0.22%	0.01%	Not reported	Q2 2019
ITWIllinois Tool Works Inc	$2.04M	0.22%	0.00%	Not reported	Q2 2019
PFEPfizer Inc	$2.01M	0.22%	0.00%	Not reported	Q2 2013
TXNTexas Instruments Inc	$1.98M	0.21%	0.00%	Not reported	Q2 2019
AXPAmerican Express Co	$1.98M	0.21%	0.00%	Not reported	Q2 2013
BKRBaker Hughes Co	$1.97M	0.21%	81843.00%	New	Q4 2021
ODFLOld Dominion Freight Line, Inc.	$1.95M	0.21%	0.00%	New	Q4 2021
DISWalt Disney Co	$1.94M	0.21%	0.00%	Not reported	Q2 2013
ADBEAdobe Inc.	$1.94M	0.21%	0.00%	Not reported	Q4 2017

Q2 2021Reported Feb 11, 2022163 positions
BRK.BBerkshire Hathaway Inc	$154M	16.92%	Not reported	-1.3%	Q2 2013
FNDFSchwab Strategic Trust	$94.8M	10.43%	Not reported	-0.2%	Q2 2019
BRK.ABerkshire Hathaway Inc	$59.4M	6.54%	Not reported	-99.0%	Q2 2013
AAPLApple Inc.	$23.3M	2.56%	0.00%	-0.4%	Q2 2013
KMXCarmax Inc	$17.2M	1.89%	0.08%	+55.2%	Q4 2016
MSFTMicrosoft Corp	$12M	1.32%	0.00%	-1.5%	Q2 2013
OMOutset Medical, Inc.	$7.97M	0.88%	0.35%	+110.0%	Q1 2021
AMZNAmazon Com Inc	$7.61M	0.84%	0.00%	+7.5%	Q2 2015
JPMJPMorgan Chase & Co	$6.45M	0.71%	0.00%	+1.1%	Q2 2013
PGPROCTER & GAMBLE Co	$6.22M	0.68%	0.00%	+2.9%	Q2 2013
LLYELI LILLY & Co	$5.82M	0.64%	0.00%	-3.3%	Q2 2013
SESea Ltd	$4.55M	0.50%	0.01%	+69.7%	Q2 2020
SPYSPDR S&P 500 ETF Trust	$4.19M	0.46%	Not reported	-11.2%	Q2 2013
CSCOCisco Systems, Inc.	$3.58M	0.39%	0.00%	-1.3%	Q2 2013
GEFGreif, Inc	$3.5M	0.38%	Not reported	-29.7%	Q1 2021
MRKMerck & Co., Inc.	$3.49M	0.38%	0.00%	+7.8%	Q2 2013
BMYBristol Myers Squibb Co	$3.23M	0.36%	0.00%	+2.1%	Q2 2013
SBUXStarbucks Corp	$2.96M	0.33%	0.00%	+0.1%	Q2 2013
UNHUnitedhealth Group Inc	$2.83M	0.31%	0.00%	-3.5%	Q1 2015
TAt&T Inc.	$2.69M	0.30%	0.00%	+7.2%	Q2 2013
ISRGIntuitive Surgical Inc	$2.68M	0.29%	0.00%	Not reported	Q4 2013
INTCIntel Corp	$2.52M	0.28%	0.00%	-4.0%	Q2 2013
HDHome Depot, Inc.	$2.45M	0.27%	0.00%	-0.2%	Q1 2015
NKENIKE, Inc.	$2.41M	0.27%	0.00%	+7.8%	Q2 2018
DISWalt Disney Co	$2.39M	0.26%	0.00%	-0.2%	Q2 2013
FRMEFirst Merchants Corp	$2.38M	0.26%	0.11%	+0.1%	Q2 2017
WMSAdvanced Drainage Systems, Inc.	$2.28M	0.25%	0.03%	New	Q2 2021
INTUIntuit Inc.	$2.26M	0.25%	0.00%	-4.4%	Q2 2019
AMDAdvanced Micro Devices Inc	$2.22M	0.24%	0.00%	+12.4%	Q4 2020
WMTWalmart Inc.	$2.21M	0.24%	0.00%	-0.6%	Q2 2013
ORCLOracle Corp	$2.16M	0.24%	0.00%	-2.1%	Q1 2017
AMTAmerican Tower Corp	$2.13M	0.23%	0.00%	+0.4%	Q2 2014
ABBVAbbVie Inc.	$2.11M	0.23%	0.00%	-0.6%	Q2 2013
PRKPark National Corp	$2.04M	0.22%	0.11%	New	Q2 2021
ADBEAdobe Inc.	$2.01M	0.22%	0.00%	+1.5%	Q4 2017
BLKBlackRock, Inc.	$1.99M	0.22%	Not reported	-0.1%	Q2 2019
EBAYEbay Inc	$1.98M	0.22%	0.00%	-0.2%	Q3 2020
MCOMoodys Corp	$1.98M	0.22%	0.00%	+0.5%	Q1 2020
COSTCostco Wholesale Corp	$1.98M	0.22%	0.00%	+10.6%	Q2 2019
PSXPhillips 66	$1.94M	0.21%	0.01%	0.0%	Q2 2019
AXPAmerican Express Co	$1.93M	0.21%	0.00%	+1.3%	Q2 2013
LMTLockheed Martin Corp	$1.91M	0.21%	0.00%	+0.6%	Q1 2016
TROWPrice T Rowe Group Inc	$1.89M	0.21%	0.00%	-9.2%	Q3 2020
MCDMcdonalds Corp	$1.88M	0.21%	0.00%	-1.7%	Q2 2013
TXNTexas Instruments Inc	$1.88M	0.21%	0.00%	-4.2%	Q2 2019
KLACKla Corp	$1.83M	0.20%	0.00%	-12.8%	Q4 2020
JNJJohnson & Johnson	$1.82M	0.20%	0.00%	-1.6%	Q2 2013
ITWIllinois Tool Works Inc	$1.74M	0.19%	0.00%	+0.5%	Q2 2019
BABoeing Co	$1.72M	0.19%	0.00%	+377.7%	Q2 2013
EMREmerson Electric Co	$1.72M	0.19%	0.00%	+661.7%	Q3 2013

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