MISSOURI VALLEY PARTNERS, INC. Information

501 NORTH BROADWAY, ST. LOUIS, Missouri, 63102, (312) 368-1442

Report Date: 09/30/2013

Position Statistics

Total Positions 168
New Positions 21
Increased Positions 105
Decreased Positions 58
Positions with Activity 163
Sold Out Positions 0
Total Mkt Value (in $ millions) 312

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

Sector Weighting

Basic Materials 5.2%
Capital Goods 6.01%
Conglomerates
Consumer Cyclical 5.4%
Consumer/Non-Cyclical 5.33%
Energy 8.46%
Financial 19.42%
Healthcare 16.54%
Services 12.6%
Technology 15.9%
Transportation 3.39%
Utilities 1.36%

21 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 4,633 4,633 New 90,250
AVAGO TECHNOLOGIES LTD SHS 4,250 4,250 New 55,803
MASTERCARD INC CL A 2,976 2,976 New 38,830
PRICELINE GRP INC COM NEW 2,733 2,733 New 2,168
COSTCO WHSL CORP NEW COM 2,661 2,661 New 21,952
AON PLC SHS CL A 2,592 2,592 New 29,846
BANKUNITED INC COM 2,385 2,385 New 75,964
BOEING CO COM 2,368 2,368 New 18,474
SCHEIN HENRY INC COM 1,951 1,951 New 16,309
AMC NETWORKS INC CL A 1,662 1,662 New 26,198
ALLIANCE DATA SYSTEMS CORP COM 1,599 1,599 New 6,019
XILINX INC COM 1,474 1,474 New 35,338
MANITEX INTL INC COM 1,047 1,047 New 81,254
BALCHEM CORP COM 895 895 New 17,107
ENTRAVISION COMMUNICATIONS CP CL A 758 758 New 161,603
C&J ENERGY SVCS INC COM 757 757 New 26,060
CUBESMART COM 752 752 New 40,252
LIFELOCK INC COM 628 628 New 42,966
AMERICAN VANGUARD CORP COM 358 358 New 27,005
CATERPILLAR INC DEL COM 335 335 New 3,085