Cathie Wood, Senator Markwayne Mullin Align On These 7 Stock Picks - Some Might Surprise You

When it comes to investment disclosures, Senator Markwayne Mullin (R-Okla.) and ARK Invest founder Cathie Wood are two of the most followed names. Their portfolios, it turns out, have overlapped on seven stocks over the past three years.

So which seven stocks are common to both Wood’s ETFs and Mullin’s portfolio? Here’s the full list, based on the Benzinga Government Trades page for Mullin and data from CathiesArk.

The 7 Shared Stocks

The main Ark ETFs are:

• Ark Innovation ETF (BATS:ARKK)
• Ark Next Generation Internet ETF (BATS:ARKW)
• Ark Fintech Innovation ETF (BATS:ARKF)
• Ark Autonomous Technology & Robotics ETF (BATS:ARKQ)
• Ark Space Exploration & Innovation ETF (BATS:ARKX)
• Ark Genomic Revolution ETF (BATS:ARKG)

Here are the seven stocks:

Amazon.com Inc (NASDAQ:AMZN): Mullin disclosed buying Amazon’s stock four times in the last three years with a purchase of $100,000 to $250,000 in December 2025, a $15,000 to $50,000 buy in February 2025 and investments of $1,000 to $15,000 and $50,000 to $100,000 back in 2023. The stock is a holding in ARKK, ARKW, ARKQ, ARKF and ARKX, but is not a top 10 position currently in any of the ETFs.

Caterpillar Inc (NYSE:CAT): The Senator has reported buying the stock three times in the last three years, including a $15,000 to $50,000 allocation in December 2025. The other two purchases were in 2023. Caterpillar is a holding in ARKQ, but is not a top 10 one.

Deere & Company (NYSE:DE): Mullin picked up this stock three times in the last three years, including a $15,000 to $50,000 investment in December 2025 that followed two investments in 2023. Both ARKK and ARKQ own Deere, which is the seventh largest holding in the latter ETF at 4.4% of assets.

Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL): The politician bought Alphabet Class A (GOOGL) stock three times in the last three years, including a $100,000 to $250,000 purchase in December 2025, and two smaller buys in 2023. Alphabet Class C (GOOG) stock is a holding in ARKQ, ARKW and ARKK. It is the ninth largest holding in ARKQ at 3.50% of assets, and ranks No. 10 in ARKW at 3.41%.

Eli Lilly & Company (NYSE:LLY): Mullin acquired Eli Lilly shares four times in the last three years with a $15,000 to $50,000 investment in December 2025, a $50,000 to $100,000 allocation a year earlier, and two purchases in 2023. ARKG owns the stock, but it isn’t a top 10 holding.

Meta Platforms (NASDAQ:META): The Republican bought Meta four times in the last three years, including a $50,000 to $100,000 purchase in December 2025. The other investments were in January 2024, October 2023 and September 2023. The stock is a holding in ARKW and ARKK, but is not a top 10 allocation in either.

NVIDIA Corporation (NASDAQ:NVDA): Mullin has disclosed buying Nvidia stock four times in the last three years, including a $100,000 to $250,000 purchase in December 2025. That followed investments in January 2024, October 2023 and September 2023. Nvidia is a holding in ARKQ, ARKK and ARKW, but is not a top 10 one in any.

Different Investing Styles

Ark Funds invests in disruptive technology and innovative companies that it believes will outperform in the longer run. This often leads to favoring high-growth, technology-related names. It typically focuses on businesses in sectors like fintech, cryptocurrency, electric vehicles, space exploration, genomics, AI and more.

Mullin, on his part, has been buying up shares of small-cap companies in recent months along with large purchases of many of the Magnificent Seven stocks.

Trading activity by the Senator has been flagged by Benzinga with his portfolio including oil stocks and defense stocks that could rise amid the geopolitical shock from the ongoing Iran war. Worth noting: Mullin sits on the Armed Services Committee, raising conflict-of-interest questions about his defense stock holdings.

Mullin was recently named by President Donald Trump to be the replacement nominee to lead the Department of Homeland Security.

Image: Shutterstock

This article Cathie Wood, Senator Markwayne Mullin Align On These 7 Stock Picks – Some Might Surprise You originally appeared on Benzinga.com