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