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Roehl & Yi Investment Advisors, LLC

All holdings · as of Dec 31, 2025

171 positions

CompanyClassValueShares% of portfolio
ISHARES TR$211.1K1,1650.1%
3M CO$208.3K1,3010.1%
SCHWAB STRATEGIC TR$208.1K159,2480.1%
PPG INDUSTRIES INC$207.2K2,0220.1%
HERSHEY CO$205.8K1,1310.1%
TC ENERGY CORP$202.4K3,6730.1%
The Boeing Company$201.0K9260.1%
SHERWIN WILLIAMS CO$200.6K6190.1%
Chubb Ltd$191.5K10,6910.1%
S&P Global Inc.$170.1K15,1770.1%
Vale S.A.VALEADR$162.2K12,4470.1%
The PNC Financial Services Group, Inc.$133.0K34,3430.1%
VANGUARD INTL EQUITY INDEX F$113.9K21,8240.0%
CUMMINS INC$75.8K42,7090.0%
LOWES COMPANIES INC$39.5K27,7720.0%
LINDE PLC$36.3K12,9420.0%
ECOLAB INC.$34.9K19,9510.0%
NEXTERA ENERGY INC$30.9K15,4720.0%
ISHARES TR$14.1K14,1480.0%
VANGUARD WHITEHALL FDS$12.2K12,1620.0%
VANGUARD SCOTTSDALE FDS$11.5K11,5430.0%
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