MISSOURI VALLEY PARTNERS, INC. Information

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

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) 307

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

Sector Weighting

Basic Materials 5.25%
Capital Goods 6.1%
Conglomerates
Consumer Cyclical 5.59%
Consumer/Non-Cyclical 5.27%
Energy 8.79%
Financial 19.53%
Healthcare 16.45%
Services 12.25%
Technology 15.75%
Transportation 3.3%
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
C&J ENERGY SVCS INC COM 853 853 New 26,060
BALCHEM CORP COM 847 847 New 17,107
INTER PARFUMS INC COM 842 35 4.37 31,255
COHEN & STEERS INC COM 833 47 6.04 19,421
ADTRAN INC COM 825 24 2.95 36,825
CHATHAM LODGING TR COM 797 16 2.09 37,470
CONVERSANT INC COM 782 33 4.37 33,087
CYBERONICS INC COM 771 24 3.24 13,180
SVB FINL GROUP COM 768 3 .35 6,881
SEMTECH CORP COM 759 168 28.38 34,810
AMN HEALTHCARE SERVICES INC COM 755 33 4.63 58,146
CABELAS INC COM 747 44 6.21 12,854
POST HLDGS INC COM 742 47 6.74 15,637
CUBESMART COM 740 740 New 40,252
ICU MED INC COM 719 42 6.20 12,148
WADDELL & REED FINL INC CL A 714 6 .85 12,330
IDACORP INC COM 701 14 1.99 12,843
LIFE TIME FITNESS INC COM 696 33 5.01 16,966
CHESAPEAKE UTILS CORP COM 686 10 1.48 10,188
MID-AMER APT CMNTYS INC COM 670 11 1.62 9,023