MISSOURI VALLEY PARTNERS, INC. Information

501 NORTH BROADWAY, ST. LOUIS, Missouri, 63102, (314) 889-1052

Report Date: 09/30/2013

Position Statistics

Total Positions 187
New Positions 22
Increased Positions 106
Decreased Positions 76
Positions with Activity 182
Sold Out Positions 21
Total Mkt Value (in $ millions) 301

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

Sector Weighting

Basic Materials 5.4%
Capital Goods 6.57%
Conglomerates
Consumer Cyclical 5.5%
Consumer/Non-Cyclical 5.31%
Energy 8.23%
Financial 19.34%
Healthcare 16.59%
Services 12.61%
Technology 16.02%
Transportation 3.05%
Utilities 1.38%

22 New Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WELLS FARGO & CO NEW COM 4,475 4,475 New 90,250
AVAGO TECHNOLOGIES LTD SHS 3,605 3,605 New 55,803
MASTERCARD INC CL A 2,849 2,849 New 38,830
PRICELINE GRP INC COM NEW 2,645 2,645 New 2,168
LSI CORPORATION COM 2,608 2,608 New 234,112
BANKUNITED INC COM 2,546 2,546 New 75,964
COSTCO WHSL CORP NEW COM 2,520 2,520 New 21,952
AON PLC SHS CL A 2,449 2,449 New 29,846
BOEING CO COM 2,413 2,413 New 18,474
SCHEIN HENRY INC COM 1,867 1,867 New 16,309
XILINX INC COM 1,852 1,852 New 35,338
AMC NETWORKS INC CL A 1,792 1,792 New 26,198
ALLIANCE DATA SYSTEMS CORP COM 1,457 1,457 New 6,019
MANITEX INTL INC COM 1,347 1,347 New 81,254
BALCHEM CORP COM 1,066 1,066 New 17,107
ENTRAVISION COMMUNICATIONS CP CL A 892 892 New 161,603
C&J ENERGY SVCS INC COM 807 807 New 26,060
CUBESMART COM 737 737 New 40,252
LIFELOCK INC COM 724 724 New 42,966
AMERICAN VANGUARD CORP COM 536 536 New 27,005