Roehl & Yi Investment Advisors, LLC
All 13F Filings
- Location
- Eugene, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 303,888
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 194 | 303,888 | 13F-HR | Roehl & Yi Investment Advisors, LLC |
| Q1 2026 | 5/14/2026 | 180 | 266,306 | 13F-HR | Roehl & Yi Investment Advisors, LLC |
| Q4 2025 | 2/17/2026 | 172 | 251,959 | 13F-HR | Roehl & Yi Investment Advisors, LLC |
| Q3 2025 | 5/29/2026 | 168 | 229,904 | 13F-HR | Roehl & Yi Investment Advisors, LLC |
| Q2 2025 | 5/29/2026 | 157 | 195,283 | 13F-HR | Roehl & Yi Investment Advisors, LLC |
| Q1 2025 | 5/29/2026 | 152 | 184,257 | 13F-HR | Roehl & Yi Investment Advisors, LLC |
| Q4 2024 | 5/29/2026 | 153 | 181,659 | 13F-HR | Roehl & Yi Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 157.1 K | 51.7% | 12.55 K | 0 | 12.55 K |
| ETFs | 146.7 K | 48.3% | 25.03 K | 0 | 25.03 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
303,888
Holdings
194
QoQ value change ($000)
37,582
(14.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.