Night Squared

Night Squared as of Dec. 31, 2025

Portfolio Holdings for Night Squared

Night Squared holds 65 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Waste Management (WM) 3.8 $14M 61k 219.71
Philip Morris International (PM) 3.8 $13M 84k 160.40
Coca-Cola Company (KO) 3.5 $13M 178k 69.91
Smucker J M Com New (SJM) 2.7 $9.5M 97k 97.81
Clorox Company (CLX) 2.7 $9.5M 94k 100.83
British Amern Tob Sponsored Adr (BTI) 2.6 $9.4M 166k 56.62
Ulta Salon, Cosmetics & Fragrance (ULTA) 2.5 $8.8M 15k 605.01
Dover Corporation (DOV) 2.4 $8.5M 44k 195.24
Analog Devices (ADI) 2.4 $8.4M 31k 271.20
Avery Dennison Corporation (AVY) 2.4 $8.4M 46k 181.88
Applied Materials (AMAT) 2.3 $8.1M 32k 256.99
Mccormick & Co Com Non Vtg (MKC) 2.3 $8.0M 118k 68.11
Procter & Gamble Company (PG) 2.3 $8.0M 56k 143.31
Ishares Tr Us Home Cons Etf (ITB) 2.2 $7.8M 81k 96.30
Hyatt Hotels Corp Com Cl A (H) 2.2 $7.8M 49k 160.32
Amazon (AMZN) 2.1 $7.5M 33k 230.82
Ametek (AME) 2.1 $7.4M 36k 205.31
Corteva (CTVA) 2.1 $7.4M 110k 67.03
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.0 $7.2M 24k 303.89
O'reilly Automotive (ORLY) 2.0 $6.9M 76k 91.21
Coca-cola Europacific Partne SHS (CCEP) 2.0 $6.9M 76k 90.70
Nvent Electric SHS (NVT) 1.9 $6.9M 67k 101.97
Nxp Semiconductors N V (NXPI) 1.9 $6.7M 31k 217.06
Wynn Resorts (WYNN) 1.9 $6.7M 56k 120.33
Brinker International (EAT) 1.9 $6.6M 46k 143.52
Te Connectivity Ord Shs (TEL) 1.9 $6.6M 29k 227.51
Woodward Governor Company (WWD) 1.8 $6.5M 22k 302.32
Realreal (REAL) 1.8 $6.4M 403k 15.78
Xylem (XYL) 1.7 $6.2M 45k 136.18
Celsius Hldgs Com New (CELH) 1.7 $6.1M 134k 45.74
Toast Cl A (TOST) 1.6 $5.6M 156k 35.51
Victorias Secret And Common Stock (VSCO) 1.5 $5.4M 99k 54.17
Rockwell Automation (ROK) 1.5 $5.2M 13k 389.07
Vulcan Materials Company (VMC) 1.4 $5.0M 18k 285.22
Royal Caribbean Cruises (RCL) 1.4 $5.0M 18k 278.92
Palo Alto Networks (PANW) 1.4 $5.0M 27k 184.20
Klaviyo Com Ser A (KVYO) 1.2 $4.4M 136k 32.47
Skyline Corporation (SKY) 1.2 $4.2M 50k 84.50
Wayfair Cl A (W) 1.2 $4.2M 42k 100.41
Ross Stores (ROST) 1.1 $4.0M 22k 180.14
McDonald's Corporation (MCD) 1.1 $3.9M 13k 305.63
Meta Platforms Cl A (META) 1.1 $3.8M 5.8k 660.09
Doordash Cl A (DASH) 1.0 $3.7M 16k 226.48
Workday Cl A (WDAY) 1.0 $3.6M 17k 214.78
Amphenol Corp Cl A (APH) 1.0 $3.6M 27k 135.14
Vertiv Holdings Com Cl A (VRT) 1.0 $3.6M 22k 162.01
Broadcom (AVGO) 0.9 $3.0M 8.7k 346.10
Fortune Brands (FBIN) 0.9 $3.0M 60k 50.02
Albemarle Corporation (ALB) 0.8 $3.0M 21k 141.44
Western Digital (WDC) 0.8 $2.9M 17k 172.27
Spotify Technology S A SHS (SPOT) 0.8 $2.8M 4.8k 580.71
Las Vegas Sands (LVS) 0.7 $2.5M 38k 65.09
Shopify Cl A Sub Vtg Shs (SHOP) 0.7 $2.5M 15k 160.97
Monolithic Power Systems (MPWR) 0.7 $2.5M 2.7k 906.36
Tetra Tech (TTEK) 0.7 $2.4M 73k 33.54
Lam Research Corp Com New (LRCX) 0.6 $2.2M 13k 171.18
NVIDIA Corporation (NVDA) 0.6 $2.1M 12k 186.50
Alphabet Cap Stk Cl A (GOOGL) 0.6 $2.1M 6.7k 313.00
Micron Technology (MU) 0.6 $2.0M 7.1k 285.41
Chipotle Mexican Grill (CMG) 0.6 $2.0M 54k 37.00
Hubbell (HUBB) 0.6 $2.0M 4.4k 444.11
Netflix (NFLX) 0.4 $1.3M 14k 93.76
American Eagle Outfitters (AEO) 0.3 $1.0M 38k 26.37
Sally Beauty Holdings (SBH) 0.3 $942k 66k 14.26
Manhattan Associates (MANH) 0.2 $753k 4.3k 173.31