STERLING INVESTMENT MANAGEMENT, LLC Diversified Active

Location: Tucson, AZ

CIK: 0001509873 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 30, 2014

Total Value: $142M (100.0% shares, 0.0% debt)

Holdings (64)

CHESAPEAKE ENERGY CORP 7.5%
Value $10.62M Shares 341,715 Est. Cost $20.38 Unrealized
APPLE INC 5.9%
Value $8.408M Shares 90,479 Est. Cost $141.37 Unrealized
BERKSHIRE HATHAWAY INC DEL 5.8%
Value $8.276M Shares 65,392 Est. Cost $111.92 Unrealized
MSFT MICROSOFT CORP 5.1%
Value $7.23M Shares 173,384 Est. Cost $26.71 Unrealized +27.2%
OXY OCCIDENTAL PETE CORP DEL 4.1%
Value $5.849M Shares 56,995 Est. Cost $57.83 Unrealized +14.4%
MO ALTRIA GROUP 3.6%
Value $5.069M Shares 120,857 Est. Cost $16.28 Unrealized +17.9%
ENSCO PLC 3.3%
Value $4.656M Shares 83,780 Est. Cost $54.27 Unrealized
CMCSA COMCAST CORP CLASS A 3.1%
Value $4.425M Shares 82,424 Est. Cost $18.58 Unrealized +6.4%
BERKSHIRE HATHAWAY INC DEL 3.1%
Value $4.368M Shares 23 Est. Cost $168608.70 Unrealized
PM PHILIP MORRIS INTL INC 3.0%
Value $4.324M Shares 51,291 Est. Cost $49.66 Unrealized -2.9%
WMT WAL MART STORES INC 2.4%
Value $3.454M Shares 46,014 Est. Cost $20.04 Unrealized +2.4%
QCOM QUALCOMM INC 2.3%
Value $3.276M Shares 41,366 Est. Cost $45.06 Unrealized +27.2%
GLD SPDR GOLD TRUST 2.3%
Value $3.222M Shares 25,167 Est. Cost $119.11 Unrealized
CSCO CISCO SYS INC 2.2%
Value $3.155M Shares 126,976 Est. Cost $16.72 Unrealized -0.5%
PFE PFIZER INC 2.1%
Value $3.051M Shares 102,797 Est. Cost $16.46 Unrealized +6.6%
GS GOLDMAN SACHS GROUP INC 2.1%
Value $2.992M Shares 17,868 Est. Cost $120.06 Unrealized +7.2%
BUD ANHEUSER BUSCH CO INC 2.0%
Value $2.842M Shares 24,726 Est. Cost $90.26 Unrealized
WELLPOINT INC 1.9%
Value $2.656M Shares 24,685 Est. Cost $81.86 Unrealized
FCX FREEPORT MCMORAN COPPER & GOLD INC 1.9%
Value $2.647M Shares 72,532 Est. Cost $24.45 Unrealized +20.9%
C CITIGROUP INC 1.8%
Value $2.603M Shares 55,272 Est. Cost $36.37 Unrealized -2.6%
BANK OF AMERICA 1.8%
Value $2.557M Shares 166,365 Est. Cost $12.86 Unrealized
THE ADT CORPORATION 1.8%
Value $2.55M Shares 72,995 Est. Cost $34.93 Unrealized
AON PLC 1.6%
Value $2.248M Shares 24,955 Est. Cost $74.45 Unrealized
RYANAIR HLDGS PLC 1.5%
Value $2.176M Shares 39,005 Est. Cost $51.52 Unrealized
CVS CVS CAREMARK CORPORATION 1.5%
Value $2.163M Shares 28,704 Est. Cost $42.11 Unrealized +30.4%
IDCC INTERDIGITAL INC 1.5%
Value $2.135M Shares 44,672 Est. Cost $35.52 Unrealized +8.8%
PLUM CREEK TIMBER CO INC 1.5%
Value $2.113M Shares 46,859 Est. Cost $46.68 Unrealized
GOOGLE INC 1.3%
Value $1.885M Shares 3,224 Est. Cost $842.76 Unrealized
SEARS HLDGS CORP 1.2%
Value $1.728M Shares 43,255 Est. Cost $42.08 Unrealized
ICONIX BRAND GROUP INC 1.2%
Value $1.714M Shares 39,925 Est. Cost $29.42 Unrealized
UNH UNITEDHEALTH GROUP INC 1.2%
Value $1.694M Shares 20,717 Est. Cost $50.75 Unrealized +28.5%
GOOGLE INC 1.1%
Value $1.611M Shares 2,801 Est. Cost $575.15 Unrealized
ENBRIDGE ENERGY PARTNERS L P 1.1%
Value $1.581M Shares 42,804 Est. Cost $30.48 Unrealized
VOD VODAFONE GROUP PLC NEW 1.1%
Value $1.581M Shares 47,336 Est. Cost $33.40 Unrealized
CHINA MOBILE LIMITED 1.1%
Value $1.528M Shares 31,427 Est. Cost $45.58 Unrealized
EZPW EZ CORP INC 1.0%
Value $1.433M Shares 124,045 Est. Cost $13.27 Unrealized -13.9%
KINDER MORGAN ENERGY PARTNER 0.9%
Value $1.289M Shares 15,685 Est. Cost $85.38 Unrealized
VZ VERIZON COMMUNICATIONS 0.9%
Value $1.216M Shares 24,857 Est. Cost $25.87 Unrealized +3.6%
IRDM IRIDIUM COMMUNICATIONS INC. 0.9%
Value $1.211M Shares 143,146 Est. Cost $7.03 Unrealized +7.0%
ENBRIDGE ENERGY MANAGEMENT L 0.8%
Value $1.1M Shares 31,202 Est. Cost $30.24 Unrealized
CAT CATERPILLAR INC DEL 0.7%
Value $1.021M Shares 9,400 Est. Cost $61.55 Unrealized +26.8%
KINDER MORGAN MANAGEMENT LLC 0.7%
Value $1.006M Shares 12,740 Est. Cost $82.89 Unrealized
FOOT LOCKER INC 0.6%
Value $870K Shares 17,150 Est. Cost $46.99 Unrealized
AMERICAN INTERNATIONAL GROUP 0.6%
Value $792K Shares 14,519 Est. Cost $50.00 Unrealized
LINN ENERGY LLC 0.6%
Value $786K Shares 24,312 Est. Cost $31.38 Unrealized
SOHU COM INC 0.5%
Value $759K Shares 13,165 Est. Cost $57.65 Unrealized
TIVO INC 0.5%
Value $758K Shares 58,735 Est. Cost $13.11 Unrealized
HILL ROM HLDGS INC 0.5%
Value $747K Shares 18,000 Est. Cost $33.67 Unrealized
NEW ORIENTAL ED & TECH GRP I 0.5%
Value $723K Shares 27,215 Est. Cost $26.57 Unrealized
FLY LEASING LTD 0.5%
Value $716K Shares 49,442 Est. Cost $14.48 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value $642K Shares 3,543 Est. Cost $115.52 Unrealized -2.8%
DHR DANAHER CORP DEL 0.4%
Value $590K Shares 7,495 Est. Cost $27.07 Unrealized +14.9%
LINNCO LLC 0.4%
Value $516K Shares 16,475 Est. Cost $34.24 Unrealized
POWERSHARES 0.3%
Value $483K Shares 12,353 Est. Cost $34.49 Unrealized
LE LANDS END INC NEW 0.3%
Value $435K Shares 12,946 Est. Cost $28.56 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.3%
Value $434K Shares 4,313 Est. Cost $54.84 Unrealized +12.8%
HILLENBRAND INC 0.3%
Value $425K Shares 13,031 Est. Cost $23.69 Unrealized
IYW ISHARES DOW JONES US TECHNOLOGY 0.3%
Value $377K Shares 3,896 Est. Cost $73.68 Unrealized
RYN RAYONIER INC 0.3%
Value $365K Shares 10,272 Est. Cost $50.40 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value $279K Shares 3,554 Est. Cost $55.00 Unrealized +6.0%
BP PLC 0.2%
Value $253K Shares 4,794 Est. Cost $41.65 Unrealized
PCH POTLATCH HOLDINGS, INC. 0.2%
Value $250K Shares 6,050 Est. Cost $40.50 Unrealized
MRK MERCK & CO INC 0.2%
Value $219K Shares 3,781 Est. Cost $31.13 Unrealized +22.0%
WY WEYERHAEUSER CO 0.1%
Value $204K Shares 6,180 Est. Cost $19.29 Unrealized 0.0%