| |
|
|
| Name: |
STERLING INVESTMENT MANAGEMENT, INC. |
| City: |
TUCSON |
| State: |
AZ |
| Zip: |
85718 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
19 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BRK.A |
Berkshire Hathaway Inc |
2 |
- |
$615,900.00 |
$10,151,000 |
16 |
7.16% |
2,554,000 |
2 |
0 |
Property & Casualty I... |
|
|
OXY |
Occidental Petroleum Corp |
8 |
- |
$61.95 |
$5,345,000 |
82,236 |
3.77% |
1,132,000 |
11,683 |
0.009 |
Independent Oil & Gas |
|
|
CCJ |
Cameco Corporation (USA) |
19 |
- |
$52.99 |
$2,532,000 |
58,451 |
1.79% |
32,000 |
436 |
0.015 |
Industrial Metals & M... |
|
|
SPGI |
S&P Global Inc |
20 |
- |
$438.24 |
$2,499,000 |
5,874 |
1.76% |
-43,000 |
103 |
0.002 |
Publishing |
|
|
WMT |
Wal-Mart Stores Inc |
21 |
- |
$60.24 |
$2,203,000 |
36,606 |
1.55% |
268,000 |
24,330 |
0.001 |
Discount, Variety Stores |
|
|
GOOG |
Alphabet Inc |
22 |
- |
$176.33 |
$2,138,000 |
14,045 |
1.51% |
164,000 |
39 |
0 |
Search Engines & Info... |
|
|
ANTM |
Anthem Inc |
25 |
- |
$521.41 |
$2,049,000 |
3,951 |
1.44% |
187,000 |
3 |
0.002 |
N/A |
|
|
MCO |
Moodys Corp |
26 |
- |
$410.60 |
$1,810,000 |
4,605 |
1.28% |
67,000 |
141 |
0.002 |
Business Services |
|
|
AVB |
AvalonBay Communities |
27 |
- |
$195.34 |
$1,677,000 |
9,038 |
1.18% |
52,000 |
359 |
0.006 |
REIT - Housing/Apartm... |
|
|
V |
Visa Inc |
31 |
- |
$274.49 |
$1,467,000 |
5,256 |
1.03% |
147,000 |
186 |
0 |
Business Services |
|
|
AMLP |
Alerian MLP ETF |
36 |
- |
$4.60 |
$1,159,000 |
24,419 |
0.82% |
172,000 |
1,210 |
0.016 |
Closed - End Fund - Debt |
|
|
DHR |
Danaher Corp |
37 |
- |
$262.78 |
$1,130,000 |
4,525 |
0.8% |
86,000 |
14 |
0.001 |
General Building Mate... |
|
|
JD |
JD.com |
39 |
- |
$30.27 |
$1,093,000 |
39,895 |
0.77% |
814,000 |
30,248 |
0.003 |
Internet Service Prov... |
|
|
BABA |
Alibaba Group Holding Limited |
46 |
- |
$81.26 |
$515,000 |
7,115 |
0.36% |
228,000 |
3,413 |
0 |
N/A |
|
|
SCHE |
Schwab Emerging Markets Equ... |
48 |
- |
$26.76 |
$481,000 |
19,035 |
0.34% |
17,000 |
316 |
0.007 |
N/A |
|
|
SCHF |
Schwab Strategic Trust |
52 |
- |
$39.39 |
$332,000 |
8,500 |
0.23% |
56,000 |
1,044 |
0.001 |
Closed - End Fund - Debt |
|
|
PG |
Procter & Gamble Co |
53 |
- |
$165.33 |
$321,000 |
1,980 |
0.23% |
38,000 |
52 |
0 |
Cleaning Products |
|
|
JPM |
JP Morgan Chase & Co |
56 |
- |
$200.71 |
$280,000 |
1,398 |
0.2% |
54,000 |
68 |
0 |
Domestic Money Center... |
|
|
MRK |
Merck & Co Inc |
58 |
- |
$131.20 |
$252,000 |
1,908 |
0.18% |
50,000 |
52 |
0 |
Drug Manufacturers - ... |
|
