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Manager record

Roehl & Yi Investment Advisors, LLC

Eugene, OR · CIK 2097566 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$303.89MReported 13F valueQ2 2026 · as filed
194Holdings listed
+14.1%vs prior quartervalue change includes market moves
7Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q4 2024 to Q2 2026Q4 2024: $181.7M$181.7MQ4 2024153 holdingsQ1 2025: $184.3M$184.3MQ1 2025152 holdingsQ2 2025: $195.3M$195.3MQ2 2025157 holdingsQ3 2025: $229.9M$229.9MQ3 2025168 holdingsQ4 2025: $252.0M$252.0MQ4 2025173 holdingsQ1 2026: $266.3M$266.3MQ1 2026180 holdingsQ2 2026: $303.9M$303.9MQ2 2026194 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$303.89M · 194 holdings listed · View original SEC filing ↗
May 29 2026 13F-HR · period Q3 2025

$229.90M · 168 holdings listed · View original SEC filing ↗
May 29 2026 13F-HR · period Q2 2025

$195.28M · 157 holdings listed · View original SEC filing ↗
May 29 2026 13F-HR · period Q1 2025

$184.26M · 152 holdings listed · View original SEC filing ↗
May 29 2026 13F-HR · period Q4 2024

$181.66M · 153 holdings listed · View original SEC filing ↗
May 14 2026 13F-HR · period Q1 2026

$266.31M · 180 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$251.96M · 173 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology