0001509873-15-000002.txt : 20150428
0001509873-15-000002.hdr.sgml : 20150428
20150428111529
ACCESSION NUMBER: 0001509873-15-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150331
FILED AS OF DATE: 20150428
DATE AS OF CHANGE: 20150428
EFFECTIVENESS DATE: 20150428
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sterling Investment Management, Inc.
CENTRAL INDEX KEY: 0001509873
IRS NUMBER: 860802628
STATE OF INCORPORATION: AZ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14058
FILM NUMBER: 15797244
BUSINESS ADDRESS:
STREET 1: 6262 N. SWAN ROAD, SUITE 210
CITY: TUCSON
STATE: AZ
ZIP: 85718
BUSINESS PHONE: 5202933311
MAIL ADDRESS:
STREET 1: 6262 N. SWAN ROAD, SUITE 210
CITY: TUCSON
STATE: AZ
ZIP: 85718
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001509873
XXXXXXXX
03-31-2015
03-31-2015
Sterling Investment Management, Inc.
6262 N. SWAN ROAD, SUITE 210
TUCSON
AZ
85718
13F HOLDINGS REPORT
028-14058
N
Crandall L. Smith
Managing Director
520-293-3311
Crandall L. Smith
Tucson
AZ
04-28-2015
0
73
141612
false
INFORMATION TABLE
2
sterlinginvtmt13f1q2015.xml
ALTRIA GROUP
COM
02209S103
5336
106681
SH
SOLE
0
0
106681
AMERICAN INTERNATIONAL GROUP
COM NEW
26874784
2307
42100
SH
SOLE
0
0
42100
ANHEUSER BUSCH CO INC
SPONSORED ADR
03524A108
2833
23235
SH
SOLE
0
0
23235
ANTHEM INC
COM
36752103
3339
21624
SH
SOLE
0
0
21624
AON PLC
SHS CL A
G0408V102
1224
12735
SH
SOLE
0
0
12735
APPLE INC
COM
37833100
6204
49856
SH
SOLE
0
0
49856
BANK OF AMERICA
COM
60505104
2585
167946
SH
SOLE
0
0
167946
BERKSHIRE HATHAWAY INC DEL
CL B
84670702
9041
62644
SH
SOLE
0
0
62644
BERKSHIRE HATHAWAY INC DEL
CL A
84670108
5003
23
SH
SOLE
0
0
23
CVS CAREMARK CORPORATION
COM
126650100
2799
27121
SH
SOLE
0
0
27121
CATERPILLAR INC DEL
COM
149123101
664
8300
SH
SOLE
0
0
8300
CHESAPEAKE ENERGY CORP
COM
165167107
6999
494285
SH
SOLE
0
0
494285
CHINA MOBILE LIMITED
SPONSORED ADR
16941M109
2009
30901
SH
SOLE
0
0
30901
CISCO SYS INC
COM
17275R102
4128
149982
SH
SOLE
0
0
149982
CITIGROUP INC
COM NEW
172967424
2840
55129
SH
SOLE
0
0
55129
COMCAST CORP CLASS A
CL A
20030N101
4432
78486
SH
SOLE
0
0
78486
DANAHER CORP DEL
COM
235851102
562
6619
SH
SOLE
0
0
6619
DIAMOND OFFSHORE DRILLING
COM
25271C102
258
9635
SH
SOLE
0
0
9635
EMC CORPORATION MASS
COM
268648102
2704
105790
SH
SOLE
0
0
105790
ENBRIDGE ENERGY MANAGEMENT LLC
SHS UNITS LLI
29250X103
1156
31778
SH
SOLE
0
0
31778
ENBRIDGE ENERGY PARTNERS L P
COM
29250R106
1218
33824
SH
SOLE
0
0
33824
ENSCO PLC
SHS CLASS A
G3157S106
2347
111374
SH
SOLE
0
0
111374
EXXON MOBIL CORP
COM
30231G102
351
4128
SH
SOLE
0
0
4128
EZ CORP INC
CL A NON VTG
302301106
1041
113980
SH
SOLE
0
0
113980
FLY LEASING LTD
SPONSORED ADR
34407D109
709
48707
SH
SOLE
0
0
48707
FOOT LOCKER INC
COM
344849104
1620
25710
SH
SOLE
0
0
25710
FREEPORT MCMORAN INC
CL B
35671D857
2091
110330
SH
SOLE
0
0
110330
GOLDMAN SACHS GROUP INC
COM
38141G104
3250
17292
SH
SOLE
0
0
17292
GOOGLE INC
CL A
38259P508
1821
3282
SH
SOLE
0
0
3282
GOOGLE INC
CL C
38259P706
1499
2735
SH
SOLE
0
0
2735
HILLENBRAND INC
COM
431571108
330
10696
SH
SOLE
0
0
10696
HILL ROM HLDGS INC
COM
431475102
720
14700
SH
SOLE
0
0
14700
ICONIX BRAND GROUP INC
COM
451055107
1265
37570
SH
SOLE
0
0
37570
INTERDIGITAL INC
COM
45867G101
1192
23492
SH
SOLE
0
0
23492
INTERNATIONAL BUSINESS MACHS
COM
459200101
246
1530
SH
SOLE
0
0
1530
IRIDIUM COMMUNICATIONS INC.
COM
46269C102
1305
134354
SH
SOLE
0
0
134354
ISHARES DOW JONES US TECHNOLOGY
US TECH ETF
464287721
371
3538
SH
SOLE
0
0
3538
KINDER MORGAN INC DEL
COM
49456B101
2738
65091
SH
SOLE
0
0
65091
LANDS END INC NEW
COM
51509F105
327
9121
SH
SOLE
0
0
9121
LINNCO LLC
COMSHS LTD INT
535782106
129
13525
SH
SOLE
0
0
13525
LINN ENERGY LLC
UNIT LTD LIAB
536020100
120
10852
SH
SOLE
0
0
10852
MARVELL TECHNOLOGY GROUP LTD
ORD
G5876H105
649
44160
SH
SOLE
0
0
44160
MERCK & CO INC
COM
58933Y105
203
3531
SH
SOLE
0
0
3531
MICROSOFT CORP
COM
594918104
6016
147971
SH
SOLE
0
0
147971
NEW ORIENTAL ED & TECH GRP
SPON ADR
647581107
867
39125
SH
SOLE
0
0
39125
NOBLE CORP PLC
SHS USD
G65431901
248
17385
SH
SOLE
0
0
17385
OAKTREE CAPITAL GROUP LLC
UNIT CL A
674001201
1608
31120
SH
SOLE
0
0
31120
OCCIDENTAL PETE CORP DEL
COM
674599105
3758
51481
SH
SOLE
0
0
51481
OREXIGEN THERAPEUTICS INC
COM
686164104
118
15025
SH
SOLE
0
0
15025
PFIZER INC
COM
717081103
3405
97882
SH
SOLE
0
0
97882
PHILIP MORRIS INTL INC
COM
718172109
3719
49375
SH
SOLE
0
0
49375
PLUM CREEK TIMBER CO INC
COM
729251108
1978
45519
SH
SOLE
0
0
45519
POTLATCH HOLDINGS, INC.
COM
737630103
242
6050
SH
SOLE
0
0
6050
POWERSHARES
EMER MK 50 ADR
09348R300
425
12216
SH
SOLE
0
0
12216
PROCTER & GAMBLE CO
COM
742718109
281
3430
SH
SOLE
0
0
3430
QUALCOMM INC
COM
747525103
2757
39766
SH
SOLE
0
0
39766
RAYONIER INC
COM
754907103
272
10077
SH
SOLE
0
0
10077
RYANAIR HLDGS PLC
SPONSORED ADR
783513104
2455
36772
SH
SOLE
0
0
36772
SEADRILL LIMITED
SHS
G7945E105
633
67670
SH
SOLE
0
0
67670
SEARS CDA INC
COM
81234D109
102
11110
SH
SOLE
0
0
11110
SEARS HLDGS CORP
COM
812350106
1247
30135
SH
SOLE
0
0
30135
SEVENTY SEVEN ENERGY
COM
818097107
2332
561876
SH
SOLE
0
0
561876
SOHU COM INC
COM
83408W103
680
12760
SH
SOLE
0
0
12760
SPDR GOLD TRUST
GOLD SHS
78463V107
2424
21326
SH
SOLE
0
0
21326
TAIWAN SEMICONDUCTOR
SPONSORED ADR
874039100
692
29464
SH
SOLE
0
0
29464
THE ADT CORPORATION
COM
00101J106
2861
68908
SH
SOLE
0
0
68908
TIVO INC
COM
888706108
590
55655
SH
SOLE
0
0
55655
TRANSOCEAN LTD
REG SHS
H8817H100
165
11240
SH
SOLE
0
0
11240
UNITEDHEALTH GROUP INC
COM
91324P102
2250
19019
SH
SOLE
0
0
19019
VERIZON COMMUNICATIONS
COM
92343V104
2842
58433
SH
SOLE
0
0
58433
VODAFONE GROUP PLC NEW
SPNSR ADR NO PAR
92857W308
1092
33420
SH
SOLE
0
0
33420
WAL MART STORES INC
COM
931142103
3384
41139
SH
SOLE
0
0
41139
WEYERHAEUSER CO
COM
962166104
205
6180
SH
SOLE
0
0
6180