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Model Capital Management 13F annual report

Model Capital Management is an investment fund managing more than $422 million ran by Roman Chuyan. There are currently 2 companies in Mr. Chuyan’s portfolio. The largest investments include Ishares Tr and Spdr Ser Tr, together worth $422 million.

$422 million Assets Under Management (AUM)

As of 25th April 2022, Model Capital Management’s top holding is 11,671,583 shares of Ishares Tr currently worth over $358 million and making up 84.7% of the portfolio value. In addition, the fund holds 705,959 shares of Spdr Ser Tr worth $64.6 million.

Currently, Model Capital Management's portfolio is worth at least $422 million. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Model Capital Management

The Model Capital Management office and employees reside in Wellesley, Massachusetts. According to the last 13-F report filed with the SEC, Roman Chuyan serves as the President, CIO at Model Capital Management.

One of the smaller hedge funds

The two most similar investment funds to Model Capital Management are Ellis Investment Partners and Wooster Corthell Wealth Management, Inc. They manage $422 million and $422 million respectively.


The complete list of Model Capital Management trades based on 13F SEC filings

These positions were updated on May 2nd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
Ishares Tr
No change
11,671,583
$357,501,000 84.70%
Spdr Ser Tr
No change
705,959
$64,567,000 15.30%
No transactions found
Showing first 500 out of 2 holdings

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