0001509873-17-000004.txt : 20170501 0001509873-17-000004.hdr.sgml : 20170501 20170501134722 ACCESSION NUMBER: 0001509873-17-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170501 DATE AS OF CHANGE: 20170501 EFFECTIVENESS DATE: 20170501 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: 17799805 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 03-31-2017 03-31-2017 Sterling Investment Management, Inc.
6262 N. SWAN ROAD, SUITE 210 TUCSON AZ 85718
13F HOLDINGS REPORT 028-14058 N
Crystal Kelly Director of Client Services 520-293-3311 Crystal Kelly Tucson AZ 05-01-2017 0 46 71499 false
INFORMATION TABLE 2 sterlingim1q17.xml ALPHABET INC CLASS A CAP STK CL A 02079K305 854 1007 SH SOLE 0 0 1007 ALPHABET INC CLASS C CAP STK CL C 02079K107 1559 1879 SH SOLE 0 0 1879 ALTRIA GROUP COM 02209S103 3088 43232 SH SOLE 0 0 43232 ANHEUSER BUSCH CO INC SPONSORED ADR 03524A108 1350 12299 SH SOLE 0 0 12299 ANTHEM INC COM 036752103 1734 10483 SH SOLE 0 0 10483 APPLE COMPUTER INC COM 037833100 3708 25809 SH SOLE 0 0 25809 BANK OF AMERICA COM 060505104 2914 123547 SH SOLE 0 0 123547 BERKSHIRE HAHAWAY CL A 100 SH=1 CL A 084670108 2249 9 SH SOLE 0 0 9 BERKSHIRE HATHAWAY CLASS B CL B NEW 084670702 10094 60561 SH SOLE 0 0 60561 BP PLC SPONSORED ADR 055622104 634 18370 SH SOLE 0 0 18370 CATERPILLAR INC COM 149123101 233 2508 SH SOLE 0 0 2508 CHESAPEAKE ENERGY CORP COM 165167107 623 104918 SH SOLE 0 0 104918 CHEVRON CORPORATION COM 166764100 589 5488 SH SOLE 0 0 5488 CISCO SYSTEMS INC COM 17275R102 2959 87553 SH SOLE 0 0 87553 COMCAST CORP CLASS A CL A 20030N101 3145 83670 SH SOLE 0 0 83670 CONSUMER DISCRETIONARY SPDR ETF SBI CONS DISCR 81369Y407 252 2868 SH SOLE 0 0 2868 CONSUMER STAPLES SPDR ETF SBI CONS STPLS 81369Y308 217 3969 SH SOLE 0 0 3969 CROWN CASTLE INTERNATIONAL CORP COM 22822V101 1636 17326 SH SOLE 0 0 17326 CVS HEALTH CORPORATION COM 126650100 1527 19447 SH SOLE 0 0 19447 DANAHER CORP DEL COM 235851102 483 5645 SH SOLE 0 0 5645 EOG RESOURCES INC COM 26875P101 1428 14641 SH SOLE 0 0 14641 ENERGY SPDR ETF SBI INT-ENERGY 81369Y506 212 3031 SH SOLE 0 0 3031 EXXON CORPORATION COM 30231G102 1149 14008 SH SOLE 0 0 14008 FINANCIAL SPDR ETF SBI INT-FINL 81369Y605 284 11977 SH SOLE 0 0 11977 GOLDMAN SACHS GRP COM 38141G104 2033 8849 SH SOLE 0 0 8849 HEALTH CARE SPDR ETF SBI HEALTHCARE 81369Y209 225 3025 SH SOLE 0 0 3025 HILLENBRAND INC COM 431571108 375 10466 SH SOLE 0 0 10466 HILL ROM HOLDINGS INC COM 431475102 1038 14700 SH SOLE 0 0 14700 KINDER MORGAN INC COM 49456B101 693 31861 SH SOLE 0 0 31861 MCDONALDS CORP COM 580135101 1489 11486 SH SOLE 0 0 11486 MICROSOFT CORP COM 594918104 3437 52180 SH SOLE 0 0 52180 OAKTREE CAPITAL GROUP LLC UNIT CL A 674001201 518 11442 SH SOLE 0 0 11442 PAYPAL HOLDINGS INC COM 70450Y103 2177 50614 SH SOLE 0 0 50614 PFIZER INCORPORATED COM 717081103 1894 55359 SH SOLE 0 0 55359 PHILIP MORRIS INTERNATIONAL INC COM 718172109 2218 19649 SH SOLE 0 0 19649 POTLATCH HOLDINGS INC COM 737630103 276 6050 SH SOLE 0 0 6050 PROCTER & GAMBLE CO COM 742718109 234 2607 SH SOLE 0 0 2607 QUALCOMM INC COM 747525103 1383 24122 SH SOLE 0 0 24122 RAYONIER INC COM COM 754907103 286 10077 SH SOLE 0 0 10077 SPDR GOLD TRUST GOLD SHS 78463V107 1661 13991 SH SOLE 0 0 13991 SPIDER TRUST TR UNIT 78462F103 491 2081 SH SOLE 0 0 2081 TECHNOLOGY SPDR ETF TECHNOLOGY 81369Y803 547 10262 SH SOLE 0 0 10262 UNITEDHEALTH GROUP INC COM 91324P102 1738 10596 SH SOLE 0 0 10596 VERIZON COMMUNICATIONS COM 92343V104 2418 49605 SH SOLE 0 0 49605 WAL MART STORES INC COM 931142103 1487 20628 SH SOLE 0 0 20628 WEYERHAEUSER CO COM 962166104 1960 57679 SH SOLE 0 0 57679