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) 309

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

Sector Weighting

Basic Materials 5.21%
Capital Goods 5.88%
Conglomerates
Consumer Cyclical 5.34%
Consumer/Non-Cyclical 5.4%
Energy 8.09%
Financial 19.44%
Healthcare 16.69%
Services 12.65%
Technology 16.12%
Transportation 3.45%
Utilities 1.33%

168 Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TIMKEN CO COM 2,053 -141 (6.45) 45,847
SKYWORKS SOLUTIONS INC COM 2,039 91 4.66 37,759
GENERAL ELECTRIC CO COM 2,035 -4,574 (69.21) 78,510
SCHEIN HENRY INC COM 1,892 1,892 New 16,309
TRIUMPH GROUP INC NEW COM 1,849 -703 (27.55) 26,585
INTL PAPER CO COM 1,825 -200 (9.9) 36,646
OLD DOMINION FGHT LINES INC COM 1,662 357 27.36 23,794
NUVASIVE INC COM 1,643 -298 (15.35) 44,251
AMC NETWORKS INC CL A 1,626 1,626 New 26,198
CUMMINS INC COM 1,619 -108 (6.27) 11,742
MONOLITHIC PWR SYS INC COM 1,586 -242 (13.24) 34,978
VASCULAR SOLUTIONS INC COM 1,550 65 4.35 67,353
ESTERLINE TECHNOLOGIES CORP COM 1,535 61 4.11 13,422
SIMON PPTY GROUP INC NEW COM 1,516 -860 (36.21) 9,157
ALLIANCE DATA SYSTEMS CORP COM 1,511 1,511 New 6,019
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 1,496 New 33,945
XILINX INC COM 1,483 1,483 New 35,338
INTEL CORP COM 1,430 34 2.42 41,405
ARUBA NETWORKS INC COM 1,353 831 159.42 59,910
CANTEL MEDICAL CORP COM 1,346 44 3.36 37,957