TVA Group was the fund's top performer in the first quarter, benefiting from a significant one-time retroactive revenue adjustment related to its specialty channels. The Hershey Company gained 14.2% as cocoa costs retreated, reversing extreme inflationary pressures while consumer demand for the company's products proved resilient. Lockheed Martin and General Dynamics reached a historic milestone this quarter with the successful Artemis II mission, the first crewed flight around the moon since 1972.