STERLING INVESTMENT MANAGEMENT, LLC Diversified Active

CIK: 0001509873 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 27, 2013

Total Value ($000): $170,301

Holdings (52)

CSCO CISCO SYS INC 18.0%
Value ($000) $30,695 Shares 1,310,066 Est. Cost $16.72 Unrealized +1.3%
CHESAPEAKE ENERGY CORP. 7.1%
Value ($000) $12,159 Shares 469,819 Est. Cost $20.38 Unrealized
iPath S&P 500 VIX Short-Term 6.0%
Value ($000) $10,291 Shares 700,085 Est. Cost $16.31 Unrealized
PRO SHARES SHORT S&P 500 5.1%
Value ($000) $8,630 Shares 308,120 Est. Cost $29.37 Unrealized
BERKSHIRE HATHAWAY INC DEL 4.8%
Value ($000) $8,174 Shares 72,009 Est. Cost $111.92 Unrealized
OXY OCCIDENTAL PETE CORP DEL 3.9%
Value ($000) $6,562 Shares 70,148 Est. Cost $57.83 Unrealized +2.4%
MSFT MICROSOFT CORP 3.5%
Value ($000) $5,937 Shares 178,381 Est. Cost $26.71 Unrealized +1.1%
GLD SPDR GOLD TRUST 3.1%
Value ($000) $5,244 Shares 40,910 Est. Cost $119.11 Unrealized
Apple Computer Inc 2.9%
Value ($000) $4,911 Shares 10,300 Est. Cost $396.51 Unrealized
PM PHILIP MORRIS INTL INC 2.6%
Value ($000) $4,349 Shares 50,221 Est. Cost $49.85 Unrealized -5.0%
MO Altria Group 2.5%
Value ($000) $4,262 Shares 124,064 Est. Cost $16.28 Unrealized -0.7%
BERKSHIRE HATHAWAY INC DEL 2.3%
Value ($000) $3,919 Shares 23 Est. Cost $168608.70 Unrealized
LINN ENERGY LLC 2.3%
Value ($000) $3,872 Shares 149,387 Est. Cost $31.38 Unrealized
SEARS HLDGS CORP 2.3%
Value ($000) $3,871 Shares 65,063 Est. Cost $42.08 Unrealized
QCOM QUALCOMM INC 1.9%
Value ($000) $3,177 Shares 47,189 Est. Cost $45.06 Unrealized +3.3%
VODAFONE GROUP PLC NEW 1.8%
Value ($000) $3,148 Shares 89,490 Est. Cost $28.75 Unrealized
WMT WAL MART STORES INC 1.8%
Value ($000) $3,074 Shares 41,569 Est. Cost $19.98 Unrealized -1.0%
PFE PFIZER INC 1.8%
Value ($000) $3,026 Shares 105,361 Est. Cost $16.46 Unrealized -0.6%
BUD Anheuser Busch Co Inc 1.7%
Value ($000) $2,964 Shares 29,881 Est. Cost $90.26 Unrealized
GS GOLDMAN SACHS GROUP INC 1.7%
Value ($000) $2,889 Shares 18,262 Est. Cost $120.06 Unrealized +5.9%
GOOGLE INC 1.5%
Value ($000) $2,516 Shares 2,872 Est. Cost $880.36 Unrealized
FCX FREEPORT MCMORAN COPPER & GOLD INC. 1.5%
Value ($000) $2,472 Shares 74,732 Est. Cost $24.45 Unrealized +5.0%
LINN CO LLC 1.4%
Value ($000) $2,447 Shares 83,845 Est. Cost $34.24 Unrealized
Bank of America 1.4%
Value ($000) $2,364 Shares 171,329 Est. Cost $12.86 Unrealized
PLUM CREEK TIMBER CO INC 1.3%
Value ($000) $2,228 Shares 47,574 Est. Cost $46.68 Unrealized
ENSCO PLC 1.3%
Value ($000) $2,154 Shares 40,070 Est. Cost $53.76 Unrealized
Aon Plc 1.3%
Value ($000) $2,151 Shares 28,890 Est. Cost $74.45 Unrealized
WELLPOINT INC 1.2%
Value ($000) $2,125 Shares 25,415 Est. Cost $81.86 Unrealized
RYANAIR HLDGS PLC 1.2%
Value ($000) $2,009 Shares 40,397 Est. Cost $51.52 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC. 1.1%
Value ($000) $1,858 Shares 270,072 Est. Cost $7.03 Unrealized +6.5%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $1,609 Shares 22,462 Est. Cost $50.75 Unrealized +15.5%
CVS CVS CAREMARK CORPORATION 0.9%
Value ($000) $1,537 Shares 27,075 Est. Cost $41.44 Unrealized +3.2%
C CITIGROUP INC 0.9%
Value ($000) $1,477 Shares 30,443 Est. Cost $35.76 Unrealized +5.2%
ICONIX BRAND GROUP INC 0.8%
Value ($000) $1,395 Shares 41,975 Est. Cost $29.42 Unrealized
ENBRIDGE ENERGY PARTNERS L P 0.8%
Value ($000) $1,390 Shares 45,655 Est. Cost $30.48 Unrealized
KINDER MORGAN ENERGY PARTNER 0.8%
Value ($000) $1,297 Shares 16,250 Est. Cost $85.38 Unrealized
HILL ROM HLDGS INC 0.6%
Value ($000) $949 Shares 26,494 Est. Cost $33.67 Unrealized
KINDER MORGAN MANAGEMENT LLC 0.5%
Value ($000) $915 Shares 12,212 Est. Cost $83.16 Unrealized
ENBRIDGE ENERGY MANAGEMENT L 0.5%
Value ($000) $858 Shares 29,818 Est. Cost $30.19 Unrealized
CAT CATERPILLAR INC DEL 0.5%
Value ($000) $784 Shares 9,400 Est. Cost $61.55 Unrealized +0.1%
IDCC INTERDIGITAL, INC. 0.4%
Value ($000) $726 Shares 19,430 Est. Cost $37.73 Unrealized 0.0%
RYN RAYONIER INC 0.3%
Value ($000) $561 Shares 10,077 Est. Cost $55.37 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $510 Shares 2,753 Est. Cost $118.94 Unrealized -6.2%
HILLENBRAND INC 0.3%
Value ($000) $500 Shares 18,255 Est. Cost $23.69 Unrealized
POWERSHARES 0.3%
Value ($000) $436 Shares 11,806 Est. Cost $34.39 Unrealized
DHR DANAHER CORP DEL 0.2%
Value ($000) $341 Shares 4,920 Est. Cost $25.01 Unrealized +9.6%
IYW ISHARES TR 0.2%
Value ($000) $316 Shares 4,004 Est. Cost $73.68 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $298 Shares 3,466 Est. Cost $53.71 Unrealized +0.8%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $267 Shares 3,530 Est. Cost $55.00 Unrealized +2.2%
PCH POTLATCH HOLDINGS, INC. 0.1%
Value ($000) $240 Shares 6,050 Est. Cost $40.50 Unrealized
BP PLC 0.1%
Value ($000) $210 Shares 4,994 Est. Cost $41.65 Unrealized
MRK MERCK & CO, INC. 0.1%
Value ($000) $207 Shares 4,347 Est. Cost $30.97 Unrealized 0.0%