0001509873-15-000004.txt : 20151103
0001509873-15-000004.hdr.sgml : 20151103
20151103145251
ACCESSION NUMBER: 0001509873-15-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150930
FILED AS OF DATE: 20151103
DATE AS OF CHANGE: 20151103
EFFECTIVENESS DATE: 20151103
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: 151193389
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
09-30-2015
09-30-2015
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
11-03-2015
0
70
127129
false
INFORMATION TABLE
2
sterlinginvtmt13f3q2015.xml
ALTRIA GROUP
COM
02209S103
4574
84088
SH
SOLE
0
0
84088
AMERICAN INTERNATIONAL GROUP
COM NEW
26874784
2443
42989
SH
SOLE
0
0
42989
ANHEUSER BUSCH CO INC
SPONSORED ADR
03524A108
2455
23087
SH
SOLE
0
0
23087
ANTHEM INC
COM
36752103
2831
20220
SH
SOLE
0
0
20220
AON PLC
SHS CL A
G0408V102
1088
12280
SH
SOLE
0
0
12280
APPLE INC
COM
37833100
4722
42808
SH
SOLE
0
0
42808
BANK OF AMERICA
COM
60505104
3346
214786
SH
SOLE
0
0
214786
BERKSHIRE HATHAWAY INC DEL
CL B
84670702
7379
56584
SH
SOLE
0
0
56584
BERKSHIRE HATHAWAY INC DEL
CL A
84670108
4491
23
SH
SOLE
0
0
23
BRITISH PETROLEUM PLC
SPONSORED ADR
55622104
1271
41598
SH
SOLE
0
0
41598
CATERPILLAR INC DEL
COM
149123101
549
8402
SH
SOLE
0
0
8402
CHESAPEAKE ENERGY CORP
COM
165167107
4554
621222
SH
SOLE
0
0
621222
CHINA MOBILE LIMITED
SPONSORED ADR
16941M109
1776
29851
SH
SOLE
0
0
29851
CISCO SYS INC
COM
17275R102
3872
147519
SH
SOLE
0
0
147519
CITIGROUP INC
COM NEW
172967424
2737
55179
SH
SOLE
0
0
55179
COMCAST CORP CLASS A
CL A
20030N101
4516
79402
SH
SOLE
0
0
79402
CVS HEALTH CORP
COM
126650100
2505
25965
SH
SOLE
0
0
25965
DANAHER CORP DEL
COM
235851102
583
6839
SH
SOLE
0
0
6839
EOG RESOURCES INC
COM
26875P101
1475
20255
SH
SOLE
0
0
20255
EMC CORPORATION MASS
COM
268648102
2595
107400
SH
SOLE
0
0
107400
ENBRIDGE ENERGY MANAGEMENT LLC
SHS UNITS LLI
29250X103
769
32329
SH
SOLE
0
0
32329
ENBRIDGE ENERGY PARTNERS L P
COM
29250R106
821
33202
SH
SOLE
0
0
33202
ENERGY TRANSFER PARTNERS UNITS REP L
UNIT LTD PARTN
29273R109
2821
68690
SH
SOLE
0
0
68690
ENSCO PLC
SHS CLASS A
G3157S106
1060
75290
SH
SOLE
0
0
75290
EXXON MOBIL CORP
COM
30231G102
304
4093
SH
SOLE
0
0
4093
FLY LEASING LTD
SPONSORED ADR
34407D109
621
47077
SH
SOLE
0
0
47077
FOOT LOCKER INC
COM
344849104
847
11773
SH
SOLE
0
0
11773
FREEPORT MCMORAN INC
CL B
35671D857
1112
114726
SH
SOLE
0
0
114726
GOLDMAN SACHS GROUP INC
COM
38141G104
3009
17318
SH
SOLE
0
0
17318
GOOGLE INC
CL A
38259P508
2147
3364
SH
SOLE
0
0
3364
GOOGLE INC
CL C
38259P706
1592
2616
SH
SOLE
0
0
2616
HILLENBRAND INC
COM
431571108
259
9946
SH
SOLE
0
0
9946
HILL ROM HLDGS INC
COM
431475102
764
14700
SH
SOLE
0
0
14700
INTERDIGITAL INC
COM
45867G101
497
9820
SH
SOLE
0
0
9820
INTERNATIONAL BUSINESS MACHS
COM
459200101
217
1497
SH
SOLE
0
0
1497
IRIDIUM COMMUNICATIONS INC.
COM
46269C102
800
130018
SH
SOLE
0
0
130018
ISHARES DOW JONES US TECHNOLOGY
US TECH ETF
464287721
334
3380
SH
SOLE
0
0
3380
KINDER MORGAN INC DEL
COM
49456B101
2800
101158
SH
SOLE
0
0
101158
MARVELL TECHNOLOGY GROUP LTD
ORD
G5876H105
238
26268
SH
SOLE
0
0
26268
MICROSOFT CORP
COM
594918104
5554
125479
SH
SOLE
0
0
125479
NOBLE CORP PLC
SHS USD
G65431901
181
16560
SH
SOLE
0
0
16560
OAKTREE CAPITAL GROUP LLC
UNIT CL A
674001201
1621
32755
SH
SOLE
0
0
32755
OCCIDENTAL PETE CORP DEL
COM
674599105
3493
52806
SH
SOLE
0
0
52806
ORACLE CORPORATION
COM
68389X105
1333
36915
SH
SOLE
0
0
36915
OREXIGEN THERAPEUTICS INC
COM
686164104
32
15025
SH
SOLE
0
0
15025
PAYPAL HOLDINGS
COM NEW
70450Y103
2399
77275
SH
SOLE
0
0
77275
PFIZER INC
COM
717081103
2915
92803
SH
SOLE
0
0
92803
PHILIP MORRIS INTL INC
COM
718172109
2651
33420
SH
SOLE
0
0
33420
PLAINS ALL AMERICAN PIPELINE LP
UNITN LTD PARTN
726503105
1323
43555
SH
SOLE
0
0
43555
PLUM CREEK TIMBER CO INC
COM
729251108
1117
28282
SH
SOLE
0
0
28282
POWERSHARES
EMER MK 50 ADR
09348R300
324
11600
SH
SOLE
0
0
11600
PROCTER & GAMBLE CO
COM
742718109
254
3532
SH
SOLE
0
0
3532
QUALCOMM INC
COM
747525103
2269
42239
SH
SOLE
0
0
42239
RAYONIER INC
COM
754907103
222
10077
SH
SOLE
0
0
10077
ROYAL DUTCH SHELL
SPONS ADR B
780259107
1234
26035
SH
SOLE
0
0
26035
RYANAIR HLDGS PLC
SPONSORED ADR
783513104
2764
35302
SH
SOLE
0
0
35302
SEADRILL LIMITED
SHS
G7945E105
383
64995
SH
SOLE
0
0
64995
SEARS HLDGS CORP
COM
812350106
653
28905
SH
SOLE
0
0
28905
SEVENTY SEVEN ENERGY
COM
818097107
484
350771
SH
SOLE
0
0
350771
SOHU COM INC
COM
83408W103
465
11265
SH
SOLE
0
0
11265
SPDR GOLD TRUST
GOLD SHS
78463V107
2170
20311
SH
SOLE
0
0
20311
TAIWAN SEMICONDUCTOR
SPONSORED ADR
874039100
585
28204
SH
SOLE
0
0
28204
THE ADT CORPORATION
COM
00101J106
1974
66016
SH
SOLE
0
0
66016
TIVO INC
COM
888706108
461
53190
SH
SOLE
0
0
53190
TRANSOCEAN
REG SHS
H8817H100
137
10605
SH
SOLE
0
0
10605
UNITEDHEALTH GROUP INC
COM
91324P102
2076
17896
SH
SOLE
0
0
17896
VERIZON COMMUNICATIONS
COM
92343V104
3806
87478
SH
SOLE
0
0
87478
VODAFONE GROUP PLC NEW
SPNSR ADR NO PAR
92857W308
961
30287
SH
SOLE
0
0
30287
WAL MART STORES INC
COM
931142103
2514
38779
SH
SOLE
0
0
38779