Holdings
Roehl & Yi Investment Advisors, LLC
As of Jun 30, 2026, Roehl & Yi Investment Advisors, LLC reported 113 positions worth US$212M. Largest: Cummins Inc., Apple Inc and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Cummins Inc. | 42,701 | US$83.3M | no change | Jun 30, 2026 |
| Apple Inc | 295K | US$15.8M | −566 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 90,604 | US$10.9M | −198 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 61,924 | US$6.61M | −343 | Jun 30, 2026 |
| Western Digital Corporation | 9,643 | US$6.16M | −3,275 | Jun 30, 2026 |
| Microsoft Corp. | 65,373 | US$5.53M | +274 | Jun 30, 2026 |
| Johnson & Johnson | 26,711 | US$3.82M | +6 | Jun 30, 2026 |
| Sandisk Corporation | 1,560 | US$3.55M | −1,299 | Jun 30, 2026 |
| Exxon Mobil Corporation | 25,144 | US$3.44M | −222 | Jun 30, 2026 |
| Broadcom Inc. | 19,062 | US$2.77M | −49 | Jun 30, 2026 |