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