Chief Operating Officer

0001941040-26-000367.txt : 20260514 0001941040-26-000367.hdr.sgml : 20260514 20260514172255 ACCESSION NUMBER: 0001941040-26-000367 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260514 DATE AS OF CHANGE: 20260514 EFFECTIVENESS DATE: 20260514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Roehl & Yi Investment Advisors, LLC CENTRAL INDEX KEY: 0002097566 ORGANIZATION NAME: EIN: 931249395 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-26505 FILM NUMBER: 26980543 BUSINESS ADDRESS: STREET 1: 450 COUNTRY CLUB RD, SUITE 200 CITY: EUGENE STATE: OR ZIP: 97401 BUSINESS PHONE: 5416832085 MAIL ADDRESS: STREET 1: 450 COUNTRY CLUB RD, SUITE 200 CITY: EUGENE STATE: OR ZIP: 97401 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002097566 XXXXXXXX 03-31-2026 03-31-2026 false Roehl & Yi Investment Advisors, LLC

450 COUNTRY CLUB RD, SUITE 200 Eugene OR 97401

13F HOLDINGS REPORT 028-26505 000109258 801-56145 N Andrew College Chief Operating Officer 541-683-2085 Andrew College Eugene OR 05-14-2026 0 180 266305603 INFORMATION TABLE 2 infotable.xml ABBOTT LABORATORIES COM 002824100 358834 3495 SH SOLE 3495 0 0 ABBVIE INC COM 00287Y109 708800 3259 SH SOLE 3259 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 329599 5649 SH SOLE 5648 0 0 ADOBE INC COM 00724F101 222416 19795 SH SOLE 19794 0 0 ADVISORS SER TR SCHARF ETF 00770X220 3940135 73517 SH SOLE 73516 0 0 ADVISORS SER TR SCHARF GLOBAL 00770X212 733144 17943 SH SOLE 17942 0 0 AIR PRODUCTS AND CHEMICALS I COM 009158106 480180 1653 SH SOLE 1653 0 0 ALPHABET INC CAP STK CL A 02079K305 2366806 51640 SH SOLE 51640 0 0 ALPHABET INC CAP STK CL C 02079K107 3055920 10653 SH SOLE 10653 0 0 AMAZON COM INC COM 023135106 1108221 48656 SH SOLE 48656 0 0 AMERIPRISE FINL INC COM 03076C106 299526 674 SH SOLE 674 0 0 AMETEK INC COM 031100100 290672 1356 SH SOLE 1356 0 0 AMGEN INC COM 031162100 1974679 48280 SH 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