0001509873-15-000003.txt : 20150722
0001509873-15-000003.hdr.sgml : 20150722
20150721173737
ACCESSION NUMBER: 0001509873-15-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150630
FILED AS OF DATE: 20150722
DATE AS OF CHANGE: 20150721
EFFECTIVENESS DATE: 20150722
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: 15998571
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
06-30-2015
06-30-2015
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
07-21-2015
0
67
132804
false
INFORMATION TABLE
2
sterlinginvtmt13f2q2015.xml
ALTRIA GROUP
COM
02209S103
5173
105760
SH
SOLE
0
0
105760
AMERICAN INTERNATIONAL GROUP
COM NEW
26874784
2689
43505
SH
SOLE
0
0
43505
ANHEUSER BUSCH CO INC
SPONSORED ADR
03524A108
2641
21887
SH
SOLE
0
0
21887
ANTHEM INC
COM
36752103
3358
20458
SH
SOLE
0
0
20458
AON PLC
SHS CL A
G0408V102
1237
12405
SH
SOLE
0
0
12405
APPLE INC
COM
37833100
5062
40360
SH
SOLE
0
0
40360
BANK OF AMERICA
COM
60505104
2913
171161
SH
SOLE
0
0
171161
BERKSHIRE HATHAWAY INC DEL
CL B
84670702
8319
61122
SH
SOLE
0
0
61122
BERKSHIRE HATHAWAY INC DEL
CL A
84670108
4712
23
SH
SOLE
0
0
23
CVS HEALTH CORP
COM
126650100
2761
26325
SH
SOLE
0
0
26325
CATERPILLAR INC DEL
COM
149123101
713
8401
SH
SOLE
0
0
8401
CHESAPEAKE ENERGY CORP
COM
165167107
5611
502340
SH
SOLE
0
0
502340
CHINA MOBILE LIMITED
SPONSORED ADR
16941M109
1934
30171
SH
SOLE
0
0
30171
CISCO SYS INC
COM
17275R102
4101
149329
SH
SOLE
0
0
149329
CITIGROUP INC
COM NEW
172967424
3088
55894
SH
SOLE
0
0
55894
COMCAST CORP CLASS A
CL A
20030N101
4698
78122
SH
SOLE
0
0
78122
DANAHER CORP DEL
COM
235851102
644
7529
SH
SOLE
0
0
7529
DIAMOND OFFSHORE DRILLING
COM
25271C102
243
9405
SH
SOLE
0
0
9405
EMC CORPORATION MASS
COM
268648102
2865
108560
SH
SOLE
0
0
108560
ENBRIDGE ENERGY MANAGEMENT LLC
SHS UNITS LLI
29250X103
1049
31792
SH
SOLE
0
0
31792
ENBRIDGE ENERGY PARTNERS L P
COM
29250R106
1121
33637
SH
SOLE
0
0
33637
ENSCO PLC
SHS CLASS A
G3157S106
1704
76525
SH
SOLE
0
0
76525
EXXON MOBIL CORP
COM
30231G102
341
4093
SH
SOLE
0
0
4093
EZ CORP INC
CL A NON VTG
302301106
819
110255
SH
SOLE
0
0
110255
FLY LEASING LTD
SPONSORED ADR
34407D109
747
47592
SH
SOLE
0
0
47592
FOOT LOCKER INC
COM
344849104
803
11980
SH
SOLE
0
0
11980
FREEPORT MCMORAN INC
CL B
35671D857
2157
115865
SH
SOLE
0
0
115865
GOLDMAN SACHS GROUP INC
COM
38141G104
3669
17572
SH
SOLE
0
0
17572
GOOGLE INC
CL A
38259P508
1843
3413
SH
SOLE
0
0
3413
GOOGLE INC
CL C
38259P706
1378
2647
SH
SOLE
0
0
2647
HILLENBRAND INC
COM
431571108
305
9946
SH
SOLE
0
0
9946
HILL ROM HLDGS INC
COM
431475102
799
14700
SH
SOLE
0
0
14700
ICONIX BRAND GROUP INC
COM
451055107
911
36500
SH
SOLE
0
0
36500
INTERDIGITAL INC
COM
45867G101
1194
20982
SH
SOLE
0
0
20982
INTERNATIONAL BUSINESS MACHS
COM
459200101
244
1497
SH
SOLE
0
0
1497
IRIDIUM COMMUNICATIONS INC.
COM
46269C102
1187
130538
SH
SOLE
0
0
130538
ISHARES DOW JONES US TECHNOLOGY
US TECH ETF
464287721
370
3538
SH
SOLE
0
0
3538
KINDER MORGAN INC DEL
COM
49456B101
2683
69895
SH
SOLE
0
0
69895
MARVELL TECHNOLOGY GROUP LTD
ORD
G5876H105
353
26745
SH
SOLE
0
0
26745
MICROSOFT CORP
COM
594918104
5450
123438
SH
SOLE
0
0
123438
NEW ORIENTAL ED & TECH GRP
SPON ADR
647581107
945
38560
SH
SOLE
0
0
38560
NOBLE CORP PLC
SHS USD
G65431901
261
16965
SH
SOLE
0
0
16965
OAKTREE CAPITAL GROUP LLC
UNIT CL A
674001201
1613
30340
SH
SOLE
0
0
30340
OCCIDENTAL PETE CORP DEL
COM
674599105
4024
51740
SH
SOLE
0
0
51740
OREXIGEN THERAPEUTICS INC
COM
686164104
74
15025
SH
SOLE
0
0
15025
PFIZER INC
COM
717081103
3161
94283
SH
SOLE
0
0
94283
PHILIP MORRIS INTL INC
COM
718172109
3975
49586
SH
SOLE
0
0
49586
PLUM CREEK TIMBER CO INC
COM
729251108
1793
44192
SH
SOLE
0
0
44192
POTLATCH HOLDINGS, INC.
COM
737630103
214
6050
SH
SOLE
0
0
6050
POWERSHARES
EMER MK 50 ADR
09348R300
430
12216
SH
SOLE
0
0
12216
PROCTER & GAMBLE CO
COM
742718109
276
3531
SH
SOLE
0
0
3531
QUALCOMM INC
COM
747525103
2675
42713
SH
SOLE
0
0
42713
RAYONIER INC
COM
754907103
214
8359
SH
SOLE
0
0
8359
RYANAIR HLDGS PLC
SPONSORED ADR
783513104
2542
35627
SH
SOLE
0
0
35627
SEADRILL LIMITED
SHS
G7945E105
684
66130
SH
SOLE
0
0
66130
SEARS HLDGS CORP
COM
812350106
785
29400
SH
SOLE
0
0
29400
SEVENTY SEVEN ENERGY
COM
818097107
1529
356311
SH
SOLE
0
0
356311
SOHU COM INC
COM
83408W103
737
12465
SH
SOLE
0
0
12465
SPDR GOLD TRUST
GOLD SHS
78463V107
2438
21696
SH
SOLE
0
0
21696
TAIWAN SEMICONDUCTOR
SPONSORED ADR
874039100
649
28589
SH
SOLE
0
0
28589
THE ADT CORPORATION
COM
00101J106
2253
67108
SH
SOLE
0
0
67108
TIVO INC
COM
888706108
547
53930
SH
SOLE
0
0
53930
TRANSOCEAN LTD
REG SHS
H8817H100
177
10950
SH
SOLE
0
0
10950
UNITEDHEALTH GROUP INC
COM
91324P102
2206
18086
SH
SOLE
0
0
18086
VERIZON COMMUNICATIONS
COM
92343V104
2789
59835
SH
SOLE
0
0
59835
VODAFONE GROUP PLC NEW
SPNSR ADR NO PAR
92857W308
1140
31288
SH
SOLE
0
0
31288
WAL MART STORES INC
COM
931142103
2784
39256
SH
SOLE
0
0
39256