0001509873-16-000005.txt : 20160127
0001509873-16-000005.hdr.sgml : 20160127
20160126182746
ACCESSION NUMBER: 0001509873-16-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20151231
FILED AS OF DATE: 20160127
DATE AS OF CHANGE: 20160126
EFFECTIVENESS DATE: 20160127
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: 161362672
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
12-31-2015
12-31-2015
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
01-26-2016
0
60
115455
false
INFORMATION TABLE
2
sterlinginvtmt13f4q2015.xml
ALPHABET INC
CAP STK CL A
02079K305
1955
2513
SH
SOLE
0
0
2513
ALPHABET INC
CAP STK CL C
02079K107
1478
1947
SH
SOLE
0
0
1947
ALTRIA GROUP
COM
02209S103
4383
75290
SH
SOLE
0
0
75290
AMERICAN INTERNATIONAL GROUP
COM NEW
26874784
2635
42524
SH
SOLE
0
0
42524
ANHEUSER BUSCH CO INC
SPONSORED ADR
03524A108
2540
20322
SH
SOLE
0
0
20322
ANTHEM INC
COM
36752103
2568
18420
SH
SOLE
0
0
18420
AON PLC
SHS CL A
G0408V102
1123
12180
SH
SOLE
0
0
12180
APPLE INC
COM
37833100
5101
48459
SH
SOLE
0
0
48459
BANK AMER CORP
COM
60505104
3581
212761
SH
SOLE
0
0
212761
BERKSHIRE HATHAWAY INC DEL
CL B NEW
84670702
6721
50899
SH
SOLE
0
0
50899
BERKSHIRE HATHAWAY INC DEL
CL A
84670108
4549
23
SH
SOLE
0
0
23
BP PLC
SPONSORED ADR
55622104
1291
41288
SH
SOLE
0
0
41288
CATERPILLAR INC DEL
COM
149123101
231
3403
SH
SOLE
0
0
3403
CHESAPEAKE ENERGY CORP
COM
165167107
1734
385301
SH
SOLE
0
0
385301
CHINA MOBILE LIMITED
SPONSORED ADR
16941M109
1666
29571
SH
SOLE
0
0
29571
CISCO SYS INC
COM
17275R102
3704
136404
SH
SOLE
0
0
136404
CITIGROUP INC
COM NEW
172967424
2717
52494
SH
SOLE
0
0
52494
COMCAST CORP CLASS A
CL A
20030N101
3847
68172
SH
SOLE
0
0
68172
CVS HEALTH CORP
COM
126650100
2172
22216
SH
SOLE
0
0
22216
DANAHER CORP DEL
COM
235851102
627
6754
SH
SOLE
0
0
6754
EOG RESOURCES INC
COM
26875P101
2309
32620
SH
SOLE
0
0
32620
EMC CORPORATION MASS
COM
268648102
2733
106415
SH
SOLE
0
0
106415
ENBRIDGE ENERGY MANAGEMENT LLC
SHS UNITS LLI
29250X103
725
32489
SH
SOLE
0
0
32489
ENBRIDGE ENERGY PARTNERS L P
COM
29250R106
710
30772
SH
SOLE
0
0
30772
ENERGY TRANSFER PARTNERS UNITS REP L
UNIT LTD PARTN
29273R109
2301
68220
SH
SOLE
0
0
68220
ENSCO PLC
SHS CLASS A
G3157S106
823
53445
SH
SOLE
0
0
53445
EXXON MOBIL CORP
COM
30231G102
324
4161
SH
SOLE
0
0
4161
FLY LEASING LTD
SPONSORED ADR
34407D109
637
46632
SH
SOLE
0
0
46632
FOOT LOCKER INC
COM
344849104
758
11648
SH
SOLE
0
0
11648
FREEPORT MCMORAN INC
CL B
35671D857
751
110908
SH
SOLE
0
0
110908
GOLDMAN SACHS GROUP INC
COM
38141G104
2680
14872
SH
SOLE
0
0
14872
HILLENBRAND INC
COM
431571108
295
9946
SH
SOLE
0
0
9946
HILL ROM HLDGS INC
COM
431475102
706
14700
SH
SOLE
0
0
14700
IRIDIUM COMMUNICATIONS INC.
COM
46269C102
1078
128168
SH
SOLE
0
0
128168
ISHARES DOW JONES US TECHNOLOGY
US TECH ETF
464287721
356
3323
SH
SOLE
0
0
3323
KINDER MORGAN INC DEL
COM
49456B101
1294
86710
SH
SOLE
0
0
86710
MICROSOFT CORP
COM
594918104
5417
97647
SH
SOLE
0
0
97647
OAKTREE CAPITAL GROUP LLC
UNIT CL A
674001201
1550
32475
SH
SOLE
0
0
32475
OCCIDENTAL PETE CORP DEL
COM
674599105
3103
45901
SH
SOLE
0
0
45901
ORACLE CORPORATION
COM
68389X105
1338
36615
SH
SOLE
0
0
36615
OREXIGEN THERAPEUTICS INC
COM
686164104
26
15025
SH
SOLE
0
0
15025
PAYPAL HOLDINGS
COM NEW
70450Y103
2774
76640
SH
SOLE
0
0
76640
PFIZER INC
COM
717081103
2753
85295
SH
SOLE
0
0
85295
PHILIP MORRIS INTL INC
COM
718172109
2894
32916
SH
SOLE
0
0
32916
PLAINS ALL AMERICAN PIPELINE LP
UNITN LTD PARTN
726503105
999
43265
SH
SOLE
0
0
43265
PLUM CREEK TIMBER CO INC
COM
729251108
2068
43332
SH
SOLE
0
0
43332
POWERSHARES
EMER MK 50 ADR
09348R300
331
11381
SH
SOLE
0
0
11381
PROCTER & GAMBLE CO
COM
742718109
281
3533
SH
SOLE
0
0
3533
QUALCOMM INC
COM
747525103
2049
40990
SH
SOLE
0
0
40990
RAYONIER INC
COM
754907103
224
10077
SH
SOLE
0
0
10077
ROYAL DUTCH SHELL
SPONS ADR B
780259107
1182
25815
SH
SOLE
0
0
25815
RYANAIR HLDGS PLC
SPONSORED ADR
783513104
2443
28255
SH
SOLE
0
0
28255
SEARS HLDGS CORP
COM
812350106
587
28530
SH
SOLE
0
0
28530
SEVENTY SEVEN ENERGY
COM
818097107
149
141989
SH
SOLE
0
0
141989
SPDR GOLD TRUST
GOLD SHS
78463V107
1945
19167
SH
SOLE
0
0
19167
TAIWAN SEMICONDUCTOR
SPONSORED ADR
874039100
633
27809
SH
SOLE
0
0
27809
THE ADT CORPORATION
COM
00101J106
1765
53521
SH
SOLE
0
0
53521
UNITEDHEALTH GROUP INC
COM
91324P102
1914
16266
SH
SOLE
0
0
16266
VERIZON COMMUNICATIONS
COM
92343V104
3890
84167
SH
SOLE
0
0
84167
WAL MART STORES INC
COM
931142103
2039
33269
SH
SOLE
0
0
33269