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Portfolio (Quarterly) Guide ↗

Roehl & Yi Investment Advisors, LLC

· CIK 0002097566
13F Portfolio $304M AUM 194 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 55 Added 46 Reduced 11 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 A AGILENT TECHNOLOGIES INC Healthcare 1,680.0 $223K 0.07% NEW $132.83 +12.9%
22 MMM 3M CO Industrials 1,306.0 $211K 0.07% NEW $161.88 +5.2%
23 EWBC EAST WEST BANCORP INC Financial Services 1,601.0 $207K 0.07% NEW $129.09 -1.8%
24 DFAC DIMENSIONAL ETF TRUST 4,617.0 $205K 0.07% NEW $44.36 +1.6%
25 COPX GLOBAL X FDS 98,159.0 $98K 0.03% NEW $1.00 +8824.0%
Page 2 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.6%
Financial Services 22.5%
Healthcare 11.2%
Consumer Defensive 7.3%
Energy 6.3%
Consumer Cyclical 4.7%
Industrials 4.7%
Communication Services 3.7%
Utilities 2.5%
Basic Materials 1.3%