STERLING INVESTMENT MANAGEMENT, LLC Diversified Active

Location: Tucson, AZ

CIK: 0001509873 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 22, 2015

Total Value: $133M (100.0% shares, 0.0% debt)

Holdings (67)

BERKSHIRE HATHAWAY INC DEL 6.3%
Value $8.319M Shares 61,122 Est. Cost $111.92 Unrealized
CHESAPEAKE ENERGY CORP 4.2%
Value $5.611M Shares 502,340 Est. Cost $19.06 Unrealized
MSFT MICROSOFT CORP 4.1%
Value $5.45M Shares 123,438 Est. Cost $26.71 Unrealized +47.1%
MO ALTRIA GROUP 3.9%
Value $5.173M Shares 105,760 Est. Cost $16.28 Unrealized +55.2%
APPLE INC 3.8%
Value $5.062M Shares 40,360 Est. Cost $141.37 Unrealized
BERKSHIRE HATHAWAY INC DEL 3.5%
Value $4.712M Shares 23 Est. Cost $168608.70 Unrealized
CMCSA COMCAST CORP CLASS A 3.5%
Value $4.698M Shares 78,122 Est. Cost $18.58 Unrealized +23.7%
CSCO CISCO SYS INC 3.1%
Value $4.101M Shares 149,329 Est. Cost $17.21 Unrealized +19.9%
OXY OCCIDENTAL PETE CORP DEL 3.0%
Value $4.024M Shares 51,740 Est. Cost $57.78 Unrealized -1.6%
PM PHILIP MORRIS INTL INC 3.0%
Value $3.975M Shares 49,586 Est. Cost $49.66 Unrealized -2.7%
GS GOLDMAN SACHS GROUP INC 2.8%
Value $3.669M Shares 17,572 Est. Cost $120.77 Unrealized +36.3%
ANTHEM INC 2.5%
Value $3.358M Shares 20,458 Est. Cost $125.66 Unrealized
PFE PFIZER INC 2.4%
Value $3.161M Shares 94,283 Est. Cost $16.46 Unrealized +26.2%
C CITIGROUP INC 2.3%
Value $3.088M Shares 55,894 Est. Cost $36.42 Unrealized +11.3%
BANK OF AMERICA 2.2%
Value $2.913M Shares 171,161 Est. Cost $13.00 Unrealized
EMC CORPORATION MASS 2.2%
Value $2.865M Shares 108,560 Est. Cost $26.57 Unrealized
VZ VERIZON COMMUNICATIONS 2.1%
Value $2.789M Shares 59,835 Est. Cost $26.96 Unrealized +5.1%
WMT WAL MART STORES INC 2.1%
Value $2.784M Shares 39,256 Est. Cost $20.04 Unrealized +4.2%
CVS CVS HEALTH CORP 2.1%
Value $2.761M Shares 26,325 Est. Cost $42.11 Unrealized +78.7%
AMERICAN INTERNATIONAL GROUP 2.0%
Value $2.689M Shares 43,505 Est. Cost $53.23 Unrealized
KMI KINDER MORGAN INC DEL 2.0%
Value $2.683M Shares 69,895 Est. Cost $22.58 Unrealized +7.7%
QCOM QUALCOMM INC 2.0%
Value $2.675M Shares 42,713 Est. Cost $45.42 Unrealized +10.8%
BUD ANHEUSER BUSCH CO INC 2.0%
Value $2.641M Shares 21,887 Est. Cost $90.26 Unrealized
RYANAIR HLDGS PLC 1.9%
Value $2.542M Shares 35,627 Est. Cost $51.52 Unrealized
GLD SPDR GOLD TRUST 1.8%
Value $2.438M Shares 21,696 Est. Cost $118.99 Unrealized
THE ADT CORPORATION 1.7%
Value $2.253M Shares 67,108 Est. Cost $34.93 Unrealized
UNH UNITEDHEALTH GROUP INC 1.7%
Value $2.206M Shares 18,086 Est. Cost $50.75 Unrealized +96.2%
FCX FREEPORT MCMORAN INC 1.6%
Value $2.157M Shares 115,865 Est. Cost $17.66 Unrealized +4.6%
CHINA MOBILE LIMITED 1.5%
Value $1.934M Shares 30,171 Est. Cost $45.58 Unrealized
GOOGLE INC 1.4%
Value $1.843M Shares 3,413 Est. Cost $826.41 Unrealized
PLUM CREEK TIMBER CO INC 1.4%
Value $1.793M Shares 44,192 Est. Cost $46.68 Unrealized
ENSCO PLC 1.3%
Value $1.704M Shares 76,525 Est. Cost $48.39 Unrealized
OAKTREE CAPITAL GROUP LLC 1.2%
Value $1.613M Shares 30,340 Est. Cost $51.16 Unrealized
SEVENTY SEVEN ENERGY 1.2%
Value $1.529M Shares 356,311 Est. Cost $6.19 Unrealized
GOOGLE INC 1.0%
Value $1.378M Shares 2,647 Est. Cost $575.15 Unrealized
AON PLC 0.9%
Value $1.237M Shares 12,405 Est. Cost $74.45 Unrealized
IDCC INTERDIGITAL INC 0.9%
Value $1.194M Shares 20,982 Est. Cost $35.52 Unrealized +57.1%
IRDM IRIDIUM COMMUNICATIONS INC. 0.9%
Value $1.187M Shares 130,538 Est. Cost $7.03 Unrealized +46.3%
VOD VODAFONE GROUP PLC NEW 0.9%
Value $1.14M Shares 31,288 Est. Cost $33.40 Unrealized
ENBRIDGE ENERGY PARTNERS L P 0.8%
Value $1.121M Shares 33,637 Est. Cost $30.48 Unrealized
ENBRIDGE ENERGY MANAGEMENT LLC 0.8%
Value $1.049M Shares 31,792 Est. Cost $30.37 Unrealized
NEW ORIENTAL ED & TECH GRP 0.7%
Value $945K Shares 38,560 Est. Cost $24.65 Unrealized
ICONIX BRAND GROUP INC 0.7%
Value $911K Shares 36,500 Est. Cost $29.42 Unrealized
EZPW EZ CORP INC 0.6%
Value $819K Shares 110,255 Est. Cost $13.27 Unrealized -35.7%
FOOT LOCKER INC 0.6%
Value $803K Shares 11,980 Est. Cost $63.01 Unrealized
HILL ROM HLDGS INC 0.6%
Value $799K Shares 14,700 Est. Cost $33.67 Unrealized
SEARS HLDGS CORP 0.6%
Value $785K Shares 29,400 Est. Cost $42.08 Unrealized
FLY LEASING LTD 0.6%
Value $747K Shares 47,592 Est. Cost $14.48 Unrealized
SOHU COM INC 0.6%
Value $737K Shares 12,465 Est. Cost $57.65 Unrealized
CAT CATERPILLAR INC DEL 0.5%
Value $713K Shares 8,401 Est. Cost $61.61 Unrealized +6.9%
SEADRILL LIMITED 0.5%
Value $684K Shares 66,130 Est. Cost $9.35 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.5%
Value $649K Shares 28,589 Est. Cost $20.17 Unrealized
DHR DANAHER CORP DEL 0.5%
Value $644K Shares 7,529 Est. Cost $28.01 Unrealized +24.5%
TIVO INC 0.4%
Value $547K Shares 53,930 Est. Cost $13.11 Unrealized
POWERSHARES 0.3%
Value $430K Shares 12,216 Est. Cost $34.55 Unrealized
IYW ISHARES DOW JONES US TECHNOLOGY 0.3%
Value $370K Shares 3,538 Est. Cost $73.68 Unrealized
MARVELL TECHNOLOGY GROUP LTD 0.3%
Value $353K Shares 26,745 Est. Cost $13.48 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value $341K Shares 4,093 Est. Cost $55.45 Unrealized -2.1%
HILLENBRAND INC 0.2%
Value $305K Shares 9,946 Est. Cost $23.69 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value $276K Shares 3,531 Est. Cost $55.25 Unrealized +8.5%
NOBLE CORP PLC 0.2%
Value $261K Shares 16,965 Est. Cost $16.59 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $244K Shares 1,497 Est. Cost $115.52 Unrealized -10.8%
DIAMOND OFFSHORE DRILLING 0.2%
Value $243K Shares 9,405 Est. Cost $36.75 Unrealized
PCH POTLATCH HOLDINGS, INC. 0.2%
Value $214K Shares 6,050 Est. Cost $40.50 Unrealized
RYN RAYONIER INC 0.2%
Value $214K Shares 8,359 Est. Cost $50.40 Unrealized
RIG TRANSOCEAN LTD 0.1%
Value $177K Shares 10,950 Est. Cost $24.98 Unrealized -27.9%
OREXIGEN THERAPEUTICS INC 0.1%
Value $74,000 Shares 15,025 Est. Cost $6.06 Unrealized