When a U.S. Senator who sits on the Armed Services Committee and happens to be tight with President Donald Trump goes on a tech stock buying spree, people notice. Senator Markwayne Mullin (R-Okla.) just disclosed a flurry of trades made on December 29, and his shopping list reads like a who's who of Silicon Valley powerhouses.

The Magnificent Six (Not Seven)

According to disclosure filings tracked on government trades pages, Mullin made his biggest bets on the tech giants everyone loves to talk about. On a single day in late December, here's what he bought:

• Apple Inc. (AAPL): $100,000 to $250,000
• Amazon.com (AMZN): $100,000 to $250,000
• Alphabet Inc. (GOOGL): $100,000 to $250,000
• Meta Platforms (META): $50,000 to $100,000
• Microsoft Corporation (MSFT): $100,000 to $250,000
• NVIDIA Corporation (NVDA): $100,000 to $250,000

Notice who's missing? Tesla Inc. (TSLA) didn't make the cut. While Mullin loaded up on six of the Magnificent 7, he completely skipped Elon Musk's electric vehicle empire. Given Trump and Musk's close relationship, the omission is interesting, if only for the questions it doesn't answer.

These Magnificent 7 purchases represented Mullin's largest trades on that December day, dwarfing his other transactions that mostly ranged between $15,000 and $50,000, with a handful hitting the $50,000 to $100,000 range and one lonely trade coming in under $15,000.

Microsoft: The Clear Favorite

If you're trying to figure out which stock Mullin likes most, the evidence points strongly toward Microsoft. Beyond the December purchase, he dropped between $250,000 and $500,000 on Microsoft shares back in November. He also bought the stock in February 2025. When someone keeps coming back for more, that tells you something about their conviction.

The December trades marked some notable firsts and returns for Mullin. He hadn't purchased Apple or Meta shares since 2024, and his Alphabet buy was his first since 2023. He'd previously added Amazon shares in February 2025.

The Eyebrow-Raising Additions

While tech stocks dominated Mullin's portfolio additions, a couple of other purchases are worth noting, especially given the senator's day job. He bought shares of ConocoPhillips (COP), an oil giant, and RTX Corp (RTX), a major defense contractor.

The timing is interesting. Oil and defense stocks have been getting attention lately thanks to Trump's military actions in Venezuela and threats of action elsewhere. And Mullin? He serves on the Senate Committee on Armed Services, which gives him access to information that could, theoretically, be quite useful when making investment decisions.

Ethics watchdogs aren't thrilled. The potential for conflicts of interest between committee assignments and personal portfolios is exactly the kind of thing that makes people nervous about congressional trading.

This isn't Mullin's first brush with trading controversy. In 2025, he violated the STOCK Act by reporting transactions he made in 2023 two years after the fact. Previous disclosures have been flagged as questionable, particularly his purchases of defense company L3 Harris Technologies (LHX), which drew attention precisely because of his committee assignments.

When senators with access to classified defense briefings buy defense stocks, people ask questions. Fair or not, it's the reality of congressional trading in 2026.