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
US BANCORP DEL COM NEW 246 -3,304 (93.07) 5,755
GENERAL ELECTRIC CO COM 2,025 -4,551 (69.21) 78,510
AT&T INC COM 1,276 -2,193 (63.23) 35,890
TEXAS CAPITAL BANCSHARES INC COM 627 -455 (42.05) 11,704
EBAY INC COM 2,128 -1,308 (38.06) 40,336
SIMON PPTY GROUP INC NEW COM 1,547 -878 (36.21) 9,157
WASHINGTON PRIME GROUP INC COM 87 -50 (36.2) 4,579
ORACLE CORP COM 3,125 -1,496 (32.37) 77,495
QUALCOMM INC COM 3,165 -1,462 (31.59) 41,589
TRIUMPH GROUP INC NEW COM 1,726 -656 (27.55) 26,585
MODINE MFG CO COM 1,319 -458 (25.76) 90,972
ALLSTATE CORP COM 3,173 -1,081 (25.41) 54,772
METLIFE INC COM 2,103 -624 (22.88) 38,404
FLOTEK INDS INC DEL COM 1,283 -350 (21.41) 40,869
QUANEX BUILDING PRODUCTS CORP COM 531 -124 (18.93) 30,222
KRISPY KREME DOUGHNUTS INC COM 626 -142 (18.49) 39,794
MADDEN STEVEN LTD COM 553 -107 (16.24) 16,546
NUVASIVE INC COM 1,507 -273 (15.35) 44,251
SPDR S&P 500 ETF TR TR UNIT 1,171 -205 (14.87) 5,925
MONOLITHIC PWR SYS INC COM 1,459 -223 (13.24) 34,978