Financial stocks may be lagging, but shares of CME Group are up over 16% year-to-date due to commodity and interest rate volatility. Bob Landry, portfolio manager at USAA, said the environment will remain healthy for the exchange operator and its special dividend is a fantastic kicker. "CME offers a great dividend yield of more than 2%, and they generally pay a special cash dividend once a year which is always nice for shareholders," said Landry. Landry is also bullish on Cisco Systems (CSCO) - Get Report , up 14% year-to-date, saying its improving profit margins and recent partnership with Salesforce (CRM) - Get Report will help drive profit growth. The two companies announced they will jointly develop and market solutions that join Cisco's platforms with Salesforce Sales Cloud, Internet of Things Cloud and Service Cloud. Raytheon (RTN) - Get Report , up 11% year-to-date, is another one of Landry's top picks. Landry said no matter which candidate takes the White House, the world continues to be dangerous which will benefit the defense company. Finally, Landry is a fan of Texas Instruments (TXN) - Get Report . He said the chipmaker has stealthily been a big winner for investors, rising 25% thus far in 2016 due to its ability to "expand margins by improving its manufacturing efficiencies."