Roehl & Yi Investment Advisors, LLC

Position in MDT — Medtronic plc

CIK 2097566 Eugene, OR

Position in MDT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$647,431

-$50,361 QoQ

Shares Held

8,276

+2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,245

of 2,103 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Roehl & Yi Investment Advisors, LLC holds $2,447,976 across 4 Medical Devices names. MDT ranks #2 (26.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESTA	Establishment Labs Holdings Inc.	11,774	$1,010,326
2	MDT	Medtronic plc This page	8,276	$647,431
3	SYK	Stryker Corp	33,583	$466,368
4	ABT	Abbott Laboratories	3,569	$323,851

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$647,431	8,276	+2.8%	Shares	Sole	2026-08-14
2026-03-31	$697,792	8,053	-0.6%	Shares	Sole	2026-05-14
2025-12-31	$778,470	8,104	-0.4%	Shares	Sole	2026-02-17
2025-09-30	$774,967	8,137	-0.9%	Shares	Sole	2026-05-29
2025-06-30	$715,840	8,212	-0.6%	Shares	Sole	2026-05-29
2025-03-31	$742,063	8,258	+4.4%	Shares	Sole	2026-05-29
2024-12-31	$631,770	7,909	—	Shares	Sole	2026-05-29
No filing history on record for this holder in this stock.