STERLING INVESTMENT MANAGEMENT, LLC Diversified Active

CIK: 0001509873 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 28, 2015

Total Value ($000): $141,613 (100.0% shares, 0.0% debt)

Holdings (73)

BERKSHIRE HATHAWAY INC DEL 6.4%
Value ($000) $9,041 Shares 62,644 Est. Cost $111.92 Unrealized
CHESAPEAKE ENERGY CORP 4.9%
Value ($000) $6,999 Shares 494,285 Est. Cost $19.19 Unrealized
APPLE INC 4.4%
Value ($000) $6,204 Shares 49,856 Est. Cost $141.37 Unrealized
MSFT MICROSOFT CORP 4.2%
Value ($000) $6,016 Shares 147,971 Est. Cost $26.71 Unrealized +39.4%
MO ALTRIA GROUP 3.8%
Value ($000) $5,336 Shares 106,681 Est. Cost $16.28 Unrealized +60.9%
BERKSHIRE HATHAWAY INC DEL 3.5%
Value ($000) $5,003 Shares 23 Est. Cost $168608.70 Unrealized
CMCSA COMCAST CORP CLASS A 3.1%
Value ($000) $4,432 Shares 78,486 Est. Cost $18.58 Unrealized +20.5%
CSCO CISCO SYS INC 2.9%
Value ($000) $4,128 Shares 149,982 Est. Cost $17.21 Unrealized +16.8%
OXY OCCIDENTAL PETE CORP DEL 2.7%
Value ($000) $3,758 Shares 51,481 Est. Cost $57.78 Unrealized -3.5%
PM PHILIP MORRIS INTL INC 2.6%
Value ($000) $3,719 Shares 49,375 Est. Cost $49.66 Unrealized -5.2%
PFE PFIZER INC 2.4%
Value ($000) $3,405 Shares 97,882 Est. Cost $16.46 Unrealized +22.1%
WMT WAL MART STORES INC 2.4%
Value ($000) $3,384 Shares 41,139 Est. Cost $20.04 Unrealized +14.9%
ANTHEM INC 2.4%
Value ($000) $3,339 Shares 21,624 Est. Cost $125.66 Unrealized
GS GOLDMAN SACHS GROUP INC 2.3%
Value ($000) $3,250 Shares 17,292 Est. Cost $120.06 Unrealized +24.8%
THE ADT CORPORATION 2.0%
Value ($000) $2,861 Shares 68,908 Est. Cost $34.93 Unrealized
VZ VERIZON COMMUNICATIONS 2.0%
Value ($000) $2,842 Shares 58,433 Est. Cost $26.92 Unrealized +2.6%
C CITIGROUP INC 2.0%
Value ($000) $2,840 Shares 55,129 Est. Cost $36.37 Unrealized +4.3%
BUD ANHEUSER BUSCH CO INC 2.0%
Value ($000) $2,833 Shares 23,235 Est. Cost $90.26 Unrealized
CVS CVS CAREMARK CORPORATION 2.0%
Value ($000) $2,799 Shares 27,121 Est. Cost $42.11 Unrealized +76.4%
QCOM QUALCOMM INC 1.9%
Value ($000) $2,757 Shares 39,766 Est. Cost $45.06 Unrealized +14.6%
KMI KINDER MORGAN INC DEL 1.9%
Value ($000) $2,738 Shares 65,091 Est. Cost $22.45 Unrealized +6.3%
EMC CORPORATION MASS 1.9%
Value ($000) $2,704 Shares 105,790 Est. Cost $26.57 Unrealized
BANK OF AMERICA 1.8%
Value ($000) $2,585 Shares 167,946 Est. Cost $12.92 Unrealized
RYANAIR HLDGS PLC 1.7%
Value ($000) $2,455 Shares 36,772 Est. Cost $51.52 Unrealized
GLD SPDR GOLD TRUST 1.7%
Value ($000) $2,424 Shares 21,326 Est. Cost $119.11 Unrealized
ENSCO PLC 1.7%
Value ($000) $2,347 Shares 111,374 Est. Cost $48.39 Unrealized
SEVENTY SEVEN ENERGY 1.6%
Value ($000) $2,332 Shares 561,876 Est. Cost $6.19 Unrealized
AMERICAN INTERNATIONAL GROUP 1.6%
Value ($000) $2,307 Shares 42,100 Est. Cost $52.94 Unrealized
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $2,250 Shares 19,019 Est. Cost $50.75 Unrealized +83.6%
FCX FREEPORT MCMORAN INC 1.5%
Value ($000) $2,091 Shares 110,330 Est. Cost $17.62 Unrealized 0.0%
CHINA MOBILE LIMITED 1.4%
Value ($000) $2,009 Shares 30,901 Est. Cost $45.58 Unrealized
PLUM CREEK TIMBER CO INC 1.4%
Value ($000) $1,978 Shares 45,519 Est. Cost $46.68 Unrealized
GOOGLE INC 1.3%
Value ($000) $1,821 Shares 3,282 Est. Cost $837.84 Unrealized
FOOT LOCKER INC 1.1%
Value ($000) $1,620 Shares 25,710 Est. Cost $63.01 Unrealized
OAKTREE CAPITAL GROUP LLC 1.1%
Value ($000) $1,608 Shares 31,120 Est. Cost $51.16 Unrealized
GOOGLE INC 1.1%
Value ($000) $1,499 Shares 2,735 Est. Cost $575.15 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC. 0.9%
Value ($000) $1,305 Shares 134,354 Est. Cost $7.03 Unrealized +32.6%
ICONIX BRAND GROUP INC 0.9%
Value ($000) $1,265 Shares 37,570 Est. Cost $29.42 Unrealized
SEARS HLDGS CORP 0.9%
Value ($000) $1,247 Shares 30,135 Est. Cost $42.08 Unrealized
AON PLC 0.9%
Value ($000) $1,224 Shares 12,735 Est. Cost $74.45 Unrealized
ENBRIDGE ENERGY PARTNERS L P 0.9%
Value ($000) $1,218 Shares 33,824 Est. Cost $30.48 Unrealized
IDCC INTERDIGITAL INC 0.8%
Value ($000) $1,192 Shares 23,492 Est. Cost $35.52 Unrealized +46.1%
ENBRIDGE ENERGY MANAGEMENT LLC 0.8%
Value ($000) $1,156 Shares 31,778 Est. Cost $30.37 Unrealized
VOD VODAFONE GROUP PLC NEW 0.8%
Value ($000) $1,092 Shares 33,420 Est. Cost $33.40 Unrealized
EZPW EZ CORP INC 0.7%
Value ($000) $1,041 Shares 113,980 Est. Cost $13.27 Unrealized -19.7%
NEW ORIENTAL ED & TECH GRP 0.6%
Value ($000) $867 Shares 39,125 Est. Cost $24.65 Unrealized
HILL ROM HLDGS INC 0.5%
Value ($000) $720 Shares 14,700 Est. Cost $33.67 Unrealized
FLY LEASING LTD 0.5%
Value ($000) $709 Shares 48,707 Est. Cost $14.48 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.5%
Value ($000) $692 Shares 29,464 Est. Cost $20.17 Unrealized
SOHU COM INC 0.5%
Value ($000) $680 Shares 12,760 Est. Cost $57.65 Unrealized
CAT CATERPILLAR INC DEL 0.5%
Value ($000) $664 Shares 8,300 Est. Cost $61.55 Unrealized +2.6%
MARVELL TECHNOLOGY GROUP LTD 0.5%
Value ($000) $649 Shares 44,160 Est. Cost $13.48 Unrealized
SEADRILL LIMITED 0.4%
Value ($000) $633 Shares 67,670 Est. Cost $9.35 Unrealized
TIVO INC 0.4%
Value ($000) $590 Shares 55,655 Est. Cost $13.11 Unrealized
DHR DANAHER CORP DEL 0.4%
Value ($000) $562 Shares 6,619 Est. Cost $27.07 Unrealized +28.8%
POWERSHARES 0.3%
Value ($000) $425 Shares 12,216 Est. Cost $34.55 Unrealized
IYW ISHARES DOW JONES US TECHNOLOGY 0.3%
Value ($000) $371 Shares 3,538 Est. Cost $73.68 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $351 Shares 4,128 Est. Cost $55.45 Unrealized +0.2%
HILLENBRAND INC 0.2%
Value ($000) $330 Shares 10,696 Est. Cost $23.69 Unrealized
LE LANDS END INC NEW 0.2%
Value ($000) $327 Shares 9,121 Est. Cost $28.56 Unrealized +39.1%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $281 Shares 3,430 Est. Cost $55.11 Unrealized +15.4%
RYN RAYONIER INC 0.2%
Value ($000) $272 Shares 10,077 Est. Cost $50.40 Unrealized
DIAMOND OFFSHORE DRILLING 0.2%
Value ($000) $258 Shares 9,635 Est. Cost $36.75 Unrealized
NOBLE CORP PLC 0.2%
Value ($000) $248 Shares 17,385 Est. Cost $16.59 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $246 Shares 1,530 Est. Cost $115.52 Unrealized -16.5%
PCH POTLATCH HOLDINGS, INC. 0.2%
Value ($000) $242 Shares 6,050 Est. Cost $40.50 Unrealized
WY WEYERHAEUSER CO 0.1%
Value ($000) $205 Shares 6,180 Est. Cost $22.29 Unrealized +2.6%
MRK MERCK & CO INC 0.1%
Value ($000) $203 Shares 3,531 Est. Cost $31.60 Unrealized +27.5%
RIG TRANSOCEAN LTD 0.1%
Value ($000) $165 Shares 11,240 Est. Cost $24.98 Unrealized -35.1%
LINNCO LLC 0.1%
Value ($000) $129 Shares 13,525 Est. Cost $34.24 Unrealized
LINN ENERGY LLC 0.1%
Value ($000) $120 Shares 10,852 Est. Cost $31.38 Unrealized
OREXIGEN THERAPEUTICS INC 0.1%
Value ($000) $118 Shares 15,025 Est. Cost $6.06 Unrealized
SRSCQ SEARS CDA INC 0.1%
Value ($000) $102 Shares 11,110 Est. Cost $12.48 Unrealized 0.0%