0001509873-20-000004.txt : 20200714 0001509873-20-000004.hdr.sgml : 20200714 20200714141748 ACCESSION NUMBER: 0001509873-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200714 DATE AS OF CHANGE: 20200714 EFFECTIVENESS DATE: 20200714 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: 201026968 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 06-30-2020 06-30-2020 Sterling Investment Management, Inc.

6262 N. SWAN ROAD, SUITE 210 TUCSON AZ 85718

13F HOLDINGS REPORT 028-14058 N Crystal Portillo Kelly 5202933311 Crystal Portillo Kelly Tucson AZ 07-14-2020 0 58 129291 false INFORMATION TABLE 2 13FHR6302020.xml 2020 SECOND QUARTER 13F HR ABBVIE INC COM 00287Y109 1904 19393 SH SOLE 0 0 19393 ALPHABET INC CAP STK CL C 02079K107 4573 3235 SH SOLE 0 0 3235 AMAZON COM INC COM 023135106 3015 1093 SH SOLE 0 0 1093 ANTHEM INC COM 036752103 1741 6620 SH SOLE 0 0 6620 APPLE INC COM 037833100 2892 7927 SH SOLE 0 0 7927 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8797 49280 SH SOLE 0 0 49280 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1871 7 SH SOLE 0 0 7 BK OF AMERICA CORP COM 060505104 2634 110892 SH SOLE 0 0 110892 BOEING CO COM 097023105 2397 13078 SH SOLE 0 0 13078 CANADIAN PAC RY LTD COM 13645T100 1886 7387 SH SOLE 0 0 7387 CHARTER COMMUNICATIONS INC N CL A 16119P108 4328 8486 SH SOLE 0 0 8486 CITIGROUP INC COM NEW 172967424 2923 57208 SH SOLE 0 0 57208 CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 14 13000 SH SOLE 0 0 13000 COMCAST CORP NEW CL A 20030N101 1222 31362 SH SOLE 0 0 31362 CROWN CASTLE INTL CORP NEW COM 22822V101 2874 17175 SH SOLE 0 0 17175 DANAHER CORPORATION COM 235851102 383 2167 SH SOLE 0 0 2167 DIAGEO P L C SPON ADR NEW 25243Q205 1409 10486 SH SOLE 0 0 10486 DISNEY WALT CO COM DISNEY 254687106 701 6282 SH SOLE 0 0 6282 FACEBOOK INC CL A 30303M102 1571 6919 SH SOLE 0 0 6919 GOLDMAN SACHS GROUP INC COM 38141G104 1672 8459 SH SOLE 0 0 8459 HILL ROM HLDGS INC COM 431475102 1614 14700 SH SOLE 0 0 14700 HILLENBRAND INC COM 431571108 283 10466 SH SOLE 0 0 10466 ISHARES TR MSCI INDIA ETF 46429B598 1200 41350 SH SOLE 0 0 41350 JOHNSON & JOHNSON COM 478160104 2182 15516 SH SOLE 0 0 15516 JPMORGAN CHASE & CO COM 46625H100 1860 19778 SH SOLE 0 0 19778 LIBERTY GLOBAL PLC SHS CL A G5480U104 1618 74032 SH SOLE 0 0 74032 LILLY ELI & CO COM 532457108 1318 8026 SH SOLE 0 0 8026 MCDONALDS CORP COM 580135101 836 4530 SH SOLE 0 0 4530 MICROSOFT CORP COM 594918104 5706 28038 SH SOLE 0 0 28038 PFIZER INC COM 717081103 1225 37453 SH SOLE 0 0 37453 PROCTER AND GAMBLE CO COM 742718109 289 2418 SH SOLE 0 0 2418 PROSHARES TR SHORT S&P 500 NE 74347B425 9158 409579 SH SOLE 0 0 409579 QUALCOMM INC COM 747525103 1602 17568 SH SOLE 0 0 17568 RAYTHEON TECHNOLOGIES CORP COM 75513E101 713 11573 SH SOLE 0 0 11573 REPUBLIC SVCS INC COM 760759100 731 8913 SH SOLE 0 0 8913 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 10630 205883 SH SOLE 0 0 205883 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 7113 121019 SH SOLE 0 0 121019 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 351 6245 SH SOLE 0 0 6245 SELECT SECTOR SPDR FUND SBI HEALTH CARE 81369Y209 629 6285 SH SOLE 0 0 6285 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1240 11866 SH SOLE 0 0 11866 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 475 20529 SH SOLE 0 0 20529 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 456 8444 SH SOLE 0 0 8444 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 440 3444 SH SOLE 0 0 3444 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 317 5414 SH SOLE 0 0 5414 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 312 4548 SH SOLE 0 0 4548 SPDR GOLD TR GOLD SHS 78463V107 7627 45569 SH SOLE 0 0 45569 UNITEDHEALTH GROUP INC COM 91324P102 1163 3944 SH SOLE 0 0 3944 UNIVAR SOLUTIONS INC COM 91336L107 811 48086 SH SOLE 0 0 48086 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 387 1365 SH SOLE 0 0 1365 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1203 30370 SH SOLE 0 0 30370 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3756 45443 SH SOLE 0 0 45443 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 2995 55082 SH SOLE 0 0 55082 VERIZON COMMUNICATIONS INC COM 92343V104 2109 38253 SH SOLE 0 0 38253 VISA INC COM CL A 92826C839 2214 11461 SH SOLE 0 0 11461 WALMART INC COM 931142103 2450 20456 SH SOLE 0 0 20456 WASTE CONNECTIONS INC COM 94106B101 842 8981 SH SOLE 0 0 8981 WASTE MGMT INC DEL COM 94106L109 991 9358 SH SOLE 0 0 9358 WELLS FARGO CO NEW COM 949746101 1638 63975 SH SOLE 0 0 63975