0001509873-20-000005.txt : 20201028 0001509873-20-000005.hdr.sgml : 20201028 20201028145440 ACCESSION NUMBER: 0001509873-20-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201028 DATE AS OF CHANGE: 20201028 EFFECTIVENESS DATE: 20201028 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: 201268275 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 09-30-2020 09-30-2020 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 10-28-2020 0 62 133846 false INFORMATION TABLE 2 13FHR9302020.xml 2020 THIRD QUARTER 13F HR ABBOTT LABS COM 002824100 660 6065 SH SOLE 0 0 6065 ABBVIE INC COM 00287Y109 2815 32140 SH SOLE 0 0 32140 ALPHABET INC CAP STK CL C 02079K107 4670 3178 SH SOLE 0 0 3178 AMAZON COM INC COM 023135106 3294 1046 SH SOLE 0 0 1046 AMGEN INC COM 031162100 597 2350 SH SOLE 0 0 2350 ANTHEM INC COM 036752103 1655 6163 SH SOLE 0 0 6163 APPLE INC COM 037833100 3005 25948 SH SOLE 0 0 25948 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10321 48468 SH SOLE 0 0 48468 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2560 8 SH SOLE 0 0 8 BK OF AMERICA CORP COM 060505104 2642 109686 SH SOLE 0 0 109686 CAMECO CORP COM 13321L108 1054 104368 SH SOLE 0 0 104368 CANADIAN PAC RY LTD COM 13645T100 2169 7125 SH SOLE 0 0 7125 CHARTER COMMUNICATIONS INC NEW CL A 16119P108 4581 7338 SH SOLE 0 0 7338 CITIGROUP INC COM NEW 172967424 2671 61953 SH SOLE 0 0 61953 COMCAST CORP NEW CL A 20030N101 1570 33938 SH SOLE 0 0 33938 CROWN CASTLE INTL CORP NEW COM 22822V101 2437 14638 SH SOLE 0 0 14638 DANAHER CORPORATION COM 235851102 437 2030 SH SOLE 0 0 2030 DIAGEO PLC SPON ADR NEW 25243Q205 1557 11307 SH SOLE 0 0 11307 DISNEY WALT CO COM DISNEY 254687106 742 5983 SH SOLE 0 0 5983 FACEBOOK INC CL A 30303M102 2121 8100 SH SOLE 0 0 8100 GOLDMAN SACHS GROUP INC COM 38141G104 877 4362 SH SOLE 0 0 4362 HILL ROM HLDGS INC COM 431475102 1228 14700 SH SOLE 0 0 14700 HILLENBRAND INC COM 431571108 297 10466 SH SOLE 0 0 10466 HOME DEPOT INC COM 437076102 647 2330 SH SOLE 0 0 2330 ISHARES TR MSCI INDIA ETF 46429B598 1347 39782 SH SOLE 0 0 39782 ITT INC COM 45073V108 207 3500 SH SOLE 0 0 3500 JOHNSON & JOHNSON COM 478160104 2454 16486 SH SOLE 0 0 16486 JPMORGAN CHASE & CO COM 46625H100 1909 19833 SH SOLE 0 0 19833 LIBERTY GLOBAL PLC SHS CL A G5480U104 1529 72794 SH SOLE 0 0 72794 LILLY ELI & CO COM 532457108 1117 7546 SH SOLE 0 0 7546 LIMELIGHT NETWORKS INC COM 53261M104 703 122013 SH SOLE 0 0 122013 MCDONALDS CORP COM 580135101 1371 6247 SH SOLE 0 0 6247 MICROSOFT CORP COM 594918104 5446 25891 SH SOLE 0 0 25891 PFIZER INC COM 717081103 1499 40839 SH SOLE 0 0 40839 PROCTER AND GAMBLE CO COM 742718109 336 2418 SH SOLE 0 0 2418 PROSHARES TR SHORT S&P 500 NE 74347B425 7190 353820 SH SOLE 0 0 353820 QUALCOMM INC COM 747525103 2091 17769 SH SOLE 0 0 17769 REPUBLIC SVCS INC COM 760759100 775 8304 SH SOLE 0 0 8304 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 10856 210803 SH SOLE 0 0 210803 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 6692 114047 SH SOLE 0 0 114047 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 365 6502 SH SOLE 0 0 6502 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1366 11708 SH SOLE 0 0 11708 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 657 6227 SH SOLE 0 0 6227 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 345 5382 SH SOLE 0 0 5382 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 497 8371 SH SOLE 0 0 8371 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 491 20405 SH SOLE 0 0 20405 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 502 3414 SH SOLE 0 0 3414 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 347 4506 SH SOLE 0 0 4506 SPDR GOLD TR GOLD SHS 78463V107 8638 48771 SH SOLE 0 0 48771 UNITEDHEALTH GROUP INC COM 91324P102 929 2980 SH SOLE 0 0 2980 UNIVAR SOLUTIONS USA INC COM 91336L107 740 43858 SH SOLE 0 0 43858 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 438 1424 SH SOLE 0 0 1424 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1354 31316 SH SOLE 0 0 31316 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3541 42739 SH SOLE 0 0 42739 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 3013 55523 SH SOLE 0 0 55523 VERIZON COMMUNICATIONS INC COM 92343V104 2206 37078 SH SOLE 0 0 37078 VISA INC COM CL A 92826C839 2006 10031 SH SOLE 0 0 10031 WALMART INC COM 931142103 2357 16843 SH SOLE 0 0 16843 WASTE CONNECTIONS INC COM 94106B101 848 8168 SH SOLE 0 0 8168 WASTE MGMT INC DEL COM 94106L109 927 8195 SH SOLE 0 0 8195 WELLS FARGO CO NEW COM 949746101 1477 62825 SH SOLE 0 0 62825 XYLEM INC COM 98419M100 673 8000 SH SOLE 0 0 8000