Long-term investor
Roehl & Yi Investment Advisors, LLC @roehlyiinvestmentadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002097566).
Record
- Tracked since 2025-06-30 (635 days), 337 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +913.8% · all +1.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 72201R833 · 7.3% · long · since 2025-06-30
- AAPL · 5.2% · long · since 2025-06-30
- 922908363 · 5.2% · long · since 2025-06-30
- 922040845 · 4.2% · long · since 2025-09-30
- 922020755 · 3.6% · long · since 2025-09-30
- BRK-B · 3.6% · long · since 2025-06-30
- IAU · 3.2% · long · since 2025-06-30
- 33939L407 · 2.9% · long · since 2025-06-30
- WDC · 2.0% · long · since 2026-03-31
- 464287804 · 2.0% · long · since 2025-06-30
- MSFT · 1.8% · long · since 2025-06-30
- 922908769 · 1.7% · long · since 2025-06-30