Roehl & Yi Investment Advisors, LLC
All 13F Filings
- Location
- Eugene, OR
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 266,306
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 144.6 K | 54.3% | 0 | 51.17 K | -51.17 K |
| ETFs | 121.7 K | 45.7% | 67.33 K | 0 | 67.33 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
266,306
Holdings
180
QoQ value change ($000)
14,347
(5.7%)
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.