MAINSTREAM INVESTMENT ADVISERS LLC Information

101 W. SPRING STREET, NEW ALBANY, Indiana, 47150, (812) 981-8100

Report Date: 03/31/2013

Position Statistics:

Total Positions 144
New Positions 65
Increased Positions 78
Decreased Positions 66
Positions with Activity 144
Sold Out Positions 53
Total Mkt Value
(in $ millions)
183

Sector Weighting

Basic Materials 15.05%
Capital Goods 20.64%
Conglomerates 0.98%
Consumer Cyclical 2.47%
Consumer/Non-Cyclical 3.8%
Energy 19.71%
Financial 16.87%
Healthcare 0.98%
Services 10.47%
Technology 6.1%
Transportation 1.13%
Utilities

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

144 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
EOG RES INC COM 10,871 10,871 New 80,513
WEYERHAEUSER CO COM 9,482 5,403 132.48 335,766
PIONEER NAT RES CO COM 8,301 8,301 New 53,675
TOLL BROTHERS INC COM 7,398 3,751 102.86 217,319
GENERAL ELECTRIC CO COM 7,019 7,019 New 288,509
AMAZON COM INC COM 6,212 6,212 New 22,046
FLUOR CORP NEW COM 5,944 5,944 New 93,933
VULCAN MATLS CO COM 5,813 5,813 New 107,352
U S G CORP COM NEW 5,096 2,641 107.58 194,576
OCCIDENTAL PETE CORP DEL COM 4,961 4,961 New 53,676
LENNAR CORP CL A 4,730 2,737 137.29 120,292
SM ENERGY CO COM 4,611 4,611 New 73,804
UNIVERSAL FST PRODS INC COM 3,627 3,627 New 80,518
HALLIBURTON CO COM 3,548 3,548 New 80,514
MORGAN STANLEY COM NEW 3,532 3,532 New 134,190
ST JOE CO COM 3,258 2,511 336.05 154,319
ISHARES SILVER TRUST ISHARES 3,216 2,046 175 154,000
SPDR SERIES TRUST S&P METALS MNG 2,892 2,411 501.37 80,530
BUNGE LIMITED COM 2,748 -3,161 (53.49) 38,266
ISHARES TR S&P GLB MTRLS 2,713 2,713 New 46,966

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