0001509873-16-000007.txt : 20160504 0001509873-16-000007.hdr.sgml : 20160504 20160504122237 ACCESSION NUMBER: 0001509873-16-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160504 DATE AS OF CHANGE: 20160504 EFFECTIVENESS DATE: 20160504 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: 161618242 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 03-31-2016 03-31-2016 Sterling Investment Management, Inc.

6262 N. SWAN ROAD, SUITE 210 TUCSON AZ 85718

13F HOLDINGS REPORT 028-14058 N Crystal Kelly 520-293-3311 Crystal Kelly Tucson AZ 05-04-2016 0 49 73511 false INFORMATION TABLE 2 sterlginvtmtmgmt13f1q2016.xml ALPHABET INC CAP STK CL A 02079K305 904 1185 SH SOLE 0 0 1185 ALPHABET INC CAP STK CL C 02079K107 1390 1866 SH SOLE 0 0 1866 ALTRIA GROUP COM 02209S103 3108 49607 SH SOLE 0 0 49607 ANHEUSER BUSCH INBEV SA SPONSORED ADR 03524A108 1741 13964 SH SOLE 0 0 13964 ANTHEM INC COM 36752103 1659 11939 SH SOLE 0 0 11939 AON PLC SHS CL A G0408V102 946 9056 SH SOLE 0 0 9056 APPLE INC COM 37833100 3082 28281 SH SOLE 0 0 28281 BANK AMER CORP COM 60505104 1758 130010 SH SOLE 0 0 130010 BERKSHIRE HATHAWAY INC DEL CL B NEW 84670702 6055 42679 SH SOLE 0 0 42679 BERKSHIRE HATHAWAY INC DEL CL A 84670108 4909 23 SH SOLE 0 0 23 BP PLC SPONSORED ADR 55622104 1134 37564 SH SOLE 0 0 37564 CATERPILLAR INC DEL COM 149123101 238 3104 SH SOLE 0 0 3104 CHESAPEAKE ENERGY CORP COM 165167107 1121 272011 SH SOLE 0 0 272011 CHEVRON CORP NEW COM 166764100 1416 14840 SH SOLE 0 0 14840 CHINA MOBILE LIMITED SPONSORED ADR 16941M109 1149 20730 SH SOLE 0 0 20730 CISCO SYS INC COM 17275R102 2644 92868 SH SOLE 0 0 92868 COMCAST CORP NEW CL A 20030N101 2901 47499 SH SOLE 0 0 47499 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 218 4103 SH SOLE 0 0 4103 CROWN CASTLE INTL CORP NEW COM 22822V101 1699 19642 SH SOLE 0 0 19642 CVS HEALTH CORP COM 126650100 2118 20419 SH SOLE 0 0 20419 DANAHER CORP DEL COM 235851102 615 6485 SH SOLE 0 0 6485 EOG RES INC COM 26875P101 1307 18001 SH SOLE 0 0 18001 ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 546 16877 SH SOLE 0 0 16877 EXXON MOBIL CORP COM 30231G102 1583 18935 SH SOLE 0 0 18935 FREEPORT MCMORAN INC CL B 35671D857 843 81495 SH SOLE 0 0 81495 GOLDMAN SACHS GROUP INC COM 38141G104 1452 9251 SH SOLE 0 0 9251 HILLENBRAND INC COM 431571108 298 9946 SH SOLE 0 0 9946 HILL ROM HLDGS INC COM 431475102 739 14700 SH SOLE 0 0 14700 KINDER MORGAN INC DEL COM 49456B101 836 46800 SH SOLE 0 0 46800 MICROSOFT CORP COM 594918104 3070 55588 SH SOLE 0 0 55588 OAKTREE CAPITAL GROUP LLC UNIT CL A 674001201 666 13505 SH SOLE 0 0 13505 OREXIGEN THERAPEUTICS INC COM 686164104 8 15025 SH SOLE 0 0 15025 PAYPAL HLDGS INC COM 70450Y103 2028 52528 SH SOLE 0 0 52528 PFIZER INC COM 717081103 1848 62339 SH SOLE 0 0 62339 PHILIP MORRIS INTL INC COM 718172109 2189 22311 SH SOLE 0 0 22311 PLAINS ALL AMERN PIPELINE L UNITN LTD PARTN 726503105 251 11990 SH SOLE 0 0 11990 PROCTER & GAMBLE CO COM 742718109 214 2604 SH SOLE 0 0 2604 QUALCOMM INC COM 747525103 1411 27599 SH SOLE 0 0 27599 RAYONIER INC COM 754907103 249 10077 SH SOLE 0 0 10077 ROYAL DUTCH SHELL PLC SPONS ADR B 780259107 1058 21827 SH SOLE 0 0 21827 RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 1523 17744 SH SOLE 0 0 17744 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 225 5081 SH SOLE 0 0 5081 SEVENTY SEVEN ENERGY COM 818097107 82 141219 SH SOLE 0 0 141219 SPDR GOLD TRUST GOLD SHS 78463V107 1724 14657 SH SOLE 0 0 14657 SPDR S&P 500 ETF TR TR UNIT 78462F103 667 3244 SH SOLE 0 0 3244 UNITEDHEALTH GROUP INC COM 91324P102 1429 11085 SH SOLE 0 0 11085 VERIZON COMMUNICATIONS INC COM 92343V104 3049 56373 SH SOLE 0 0 56373 WAL MART STORES INC COM 931142103 1605 23439 SH SOLE 0 0 23439 WEYERHAEUSER CO COM 962166104 1806 58305 SH SOLE 0 0 58305