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) 313

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%
Conglomerates
Consumer Cyclical 5.36%
Consumer/Non-Cyclical 5.32%
Energy 8.51%
Financial 19.34%
Healthcare 16.53%
Services 12.56%
Technology 16.04%
Transportation 3.38%
Utilities 1.37%

168 Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
METLIFE INC COM 2,102 -624 (22.88) 38,404
TIMKEN CO COM 2,076 -143 (6.45) 45,847
GENERAL ELECTRIC CO COM 2,040 -4,585 (69.21) 78,510
SCHEIN HENRY INC COM 1,952 1,952 New 16,309
TRIUMPH GROUP INC NEW COM 1,844 -701 (27.55) 26,585
INTL PAPER CO COM 1,775 -195 (9.9) 36,646
CUMMINS INC COM 1,704 -114 (6.27) 11,742
MONOLITHIC PWR SYS INC COM 1,671 -255 (13.24) 34,978
AMC NETWORKS INC CL A 1,639 1,639 New 26,198
VASCULAR SOLUTIONS INC COM 1,610 67 4.35 67,353
ALLIANCE DATA SYSTEMS CORP COM 1,593 1,593 New 6,019
OLD DOMINION FGHT LINES INC COM 1,586 341 27.36 23,794
ESTERLINE TECHNOLOGIES CORP COM 1,573 62 4.11 13,422
SIMON PPTY GROUP INC NEW COM 1,557 -884 (36.21) 9,157
NUVASIVE INC COM 1,553 -282 (15.35) 44,251
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 1,541 New 33,945
XILINX INC COM 1,493 1,493 New 35,338
INTEL CORP COM 1,446 34 2.42 41,405
CANTEL MEDICAL CORP COM 1,384 45 3.36 37,957
TENNECO INC COM 1,360 52 3.96 21,218