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Roehl & Yi Investment Advisors, LLC

All holdings · as of Dec 31, 2025

171 positions

CompanyClassValueShares% of portfolio
VANGUARD SCOTTSDALE FDS—$11.5K11,5430.0%
VANGUARD WHITEHALL FDS—$12.2K12,1620.0%
ISHARES TR—$14.1K14,1480.0%
NEXTERA ENERGY INC—$30.9K15,4720.0%
ECOLAB INC.—$34.9K19,9510.0%
LINDE PLC—$36.3K12,9420.0%
LOWES COMPANIES INC—$39.5K27,7720.0%
CUMMINS INC—$75.8K42,7090.0%
VANGUARD INTL EQUITY INDEX F—$113.9K21,8240.0%
The PNC Financial Services Group, Inc.—$133.0K34,3430.1%
Vale S.A.VALEADR$162.2K12,4470.1%
S&P Global Inc.—$170.1K15,1770.1%
Chubb Ltd—$191.5K10,6910.1%
SHERWIN WILLIAMS CO—$200.6K6190.1%
The Boeing Company—$201.0K9260.1%
TC ENERGY CORP—$202.4K3,6730.1%
HERSHEY CO—$205.8K1,1310.1%
PPG INDUSTRIES INC—$207.2K2,0220.1%
SCHWAB STRATEGIC TR—$208.1K159,2480.1%
3M CO—$208.3K1,3010.1%
ISHARES TR—$211.1K1,1650.1%
GILEAD SCIENCES, INC.—$214.0K1,7440.1%
INTERNATIONAL BUSINESS MACHINES CORP—$214.7K7250.1%
ISHARES TR—$216.8K2,2520.1%
ISHARES TR—$217.8K3,3000.1%
Sempra—$221.7K2,5110.1%
NORFOLK SOUTHERN CORP—$222.0K7690.1%
T-Mobile US, Inc.TMUSCommon Stock$227.6K1,1210.1%
EMERSON ELECTRIC CO—$230.5K1,7370.1%
WELLS FARGO & COMPANY/MN—$240.6K2,5820.1%
QUALCOMM INC/DE—$245.5K1,4350.1%
CSX CORP—$251.3K6,9320.1%
TRUIST FINANCIAL CORP—$254.5K5,1710.1%
ConocoPhillips—$254.7K2,7210.1%
ADOBE INC.—$258.7K19,6430.1%
MCDONALD'S CORP—$273.0K13,4550.1%
Mastercard Inc—$282.6K4950.1%
VANGUARD INDEX FDS—$283.0K9750.1%
UNITEDHEALTH GROUP INC—$284.9K8630.1%
COLUMBIA BANKING SYSTEM, INC.—$285.4K10,2110.1%
LINCOLN NATIONAL CORP—$294.5K6,6140.1%
Booking Holdings Inc—$294.5K550.1%
FRANCO NEV CORP—$298.1K1,4380.1%
SELECT SECTOR SPDR TR—$309.5K3,9840.1%
Ryanair Holdings PLC—$310.1K4,2960.1%
NOVARTIS AG—$311.2K2,2570.1%
RELX PLC—$318.3K7,8740.1%
THERMO FISHER SCIENTIFIC INC.—$320.4K5530.1%
VANECK ETF TRUST—$332.5K9230.1%
Yum! Brands Inc—$339.9K2,2470.1%
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